To add a new journal entry:
Perform a customer search and open the Customer window for a specific customer account. See Accessing Customer Management Records.
Click the Journals tab.
Right-click on any row and select New > Journal.
This displays the New Journal window.
Enter the Journal information as described below:
ID
This field is blank. When you click Save to create a journal entry, the system automatically assigns a unique Journal ID to the new journal entry.
Reference To
This field is blank. When you click Save to create a journal entry, the system automatically populates this field:
If this journal entry is created at the customer level, this field is populated with the customer account number associated with the new journal entry.
If this journal entry is assigned to a trouble ticket, this field is populated with that trouble ticket's ID number.
Journal Type
Select a journal type from the drop-down list. Only user-defined.
Journal Status
Select the appropriate journal status from the drop-down list.
Internal
If checked, this journal entry is only displayed to your company's users.
Display on Customer Summary Tab
Check this check box if you want this journal entry to be displayed on the Customer Management Summary tab.
Description
Enter a detailed description for the new journal entry (maximum of 4000 characters). The first few words will appear on the Journals tab.
Note
The Description field may or may not be editable depending upon your permission settings. To edit this field, both Edit and Edit Description must be enabled in your Permission Profile.
Note
To start a new line, after entering text, hold down the Ctrl + Enter keys. If you hit the Enter key alone, it will automatically close the window.
Click Save to create the new journal entry and close the New Journal window.
Note
You can also add journal entries from the Summary tab on the Customer # window. If you do not check the “Display on Customer Summary Tab” check box when you create a journal entry, the journal entry will not be displayed on the Summary tab. It will only be displayed on the Journals tab.