The Journals tab on the Customer window lets you add, view, and maintain journal entries, follow-ups, and trouble tickets for a customer. You may choose to display follow-ups and trouble tickets separately on their own tabs as described in Isolating Trouble Tickets, Follow-Ups and Journals.
The information in this section is applicable for the Journals, Follow-up, and Troubles tabs. Differences are described as applicable.
To view the journal entries, follow-ups, and trouble tickets for a customer account:
Perform a customer search and open the Customer window for a specific customer account. See Accessing Customer Management Records.
Click the Journals tab (or Follow-up or Troubles tab if applicable). Field Descriptions
Right-click on an entry and select a function from the menu. The available menu options vary depending upon the Journal Class and status of the selected entry.
To start working with journals, follow-ups and trouble tickets, see: