Journal entries, follow-ups, and trouble tickets can be viewed for each order.
From the Orders tab, right-click on the desired order and select View > Journals. This displays the Journals for Order # window.
The Journals for Order # window provides the following information:
ID
Displays the ID for the journal. The ID is system-generated.
Journal Class
Further defines the type of journal.
Journal Type
Further defines the journal type based on the class.
Reference To
The parent object such as Order number or Customer account number.
Description
The first few words of the description of the journal that was entered.
Assigned To
The customer service rep that the journal is assigned to.
Action Date
Displays the follow-up date for the journal type.
Journal Status
Displays the status of the journal.
Entered By
The ID of the individual who created the journal.
Entry Date
The date the journal was entered into the system.
Close Date
The date the journal was closed.
Closed By
The ID of the individual who closed the journal.
Note
You can add or edit journal entries and follow-ups, in addition to trouble tickets, which can also be closed. You can also move journal entries and follow-ups within the customer account.