To insert a note against a home buy task

The procedure to insert a note against a home buy task 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. Click on Tasks. The Tasks tab is activated, revealing all tasks linked to the home buy case as a series of cards, subdivided by progression status: Pending, Open, Complete and On Hold.
4. Select the specific card matching the task against which a note will be appended.
5. Click on New Note. The Home Buy Task Note window is displayed.
6. Enter the Details of the new home buy task note into the field provided.
7. Click on Save. The new note is displayed as a discrete event in the Summary graphical timeline (accessible by double-clicking on the specific task card), including the date stamp and name of the end user by whom it was created 2. All such events are categorised as type Note.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, 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 task note maintains a full audit history of all supporting activities, capturing the correct timeline of events.

See related topics...

Home buy task progression management overview

Using the search facility