To record important information for appointments, a store associate can add
notes.
Procedure
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Log in to Sterling Store Engagement and switch to the
Customer Service View by using the eye icon.
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In the More Tasks portlet, click Appointments. The
Appointments portlet opens.
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Navigate to the Appointment Summary screen of the appointment for which
you want to add notes.
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From the Appointment Summary screen, click Add
Notes on the related tasks menu.
The Notes window opens and the existing notes are displayed.
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In the Add Note box, enter appropriate information and select Mark
Important, if required.
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Click Add. The note is saved for the appointment.
