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Notes System

The Notes System component is a free-form text field that duplicates the function of the call notes field of the Agent Desktop application. A form can have only one component of this type. For more information, see section How to Enter Dispositions and Notes of the Agent Guide.

To add this component to your activity form, hold and drag the component from the component menu on the left, onto the blank form on the right.

Note: This control is supported in version 5.x for forms created in the Form Builder application version 3.x.

Activity form notes system


The following settings can be specified for the Notes System component.


Select or define the text style for text appearing in this field. Choose from the following options:

  • << None >>
  • Text
  • Title
  • Label
  • Hyperlink
  • Note

Activity form Notes System settings
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