To insert a note against a home buy case

The procedure to insert a note against a home buy case is as follows:

1. Using the Advanced search spy-glass (), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
3. With the Summary tab activated, click on New Note. The Home Buy Case Note window is displayed.
4. Enter the Details of the new home buy case note into the field provided.
5. Click on Save. The new note is displayed as a discrete event in the Summary graphical timeline, including the date stamp and name of the end user by whom it was created 2.
6. Repeat steps 3 through 5 to add further notes to the home buy case.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, type, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 Automatically recording this information against each home buy case note maintains a full audit history of all supporting activities, capturing the correct timeline of events.

See related topics...

Home buy case management overview

Using the search facility