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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 [[agent-guide/HowtoEnterDispositionsandNotes|How to Enter Dispositions and Notes]] of the ''Agent Guide''.  
 
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 [[agent-guide/HowtoEnterDispositionsandNotes|How to Enter Dispositions and Notes]] of the ''Agent Guide''.  
  
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[[File:Activity-Form-Notes-Settings.png|400px|center|Activity form Notes System settings]]
 
[[File:Activity-Form-Notes-Settings.png|400px|center|Activity form Notes System settings]]
 
 
 
 
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Latest revision as of 04:31, 29 May 2024

• 5.19 • 5.2 • 5.3 • 5.8

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


Settings

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

Style

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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