Account Management/Customer Screen/Service Subscriptions/Subscription Notes

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Overview

This page provides a list of notes that have been created against the service subscription. This is different from Customer (Account) Notes, and the Provisioning Logs tab which also logs events and information under specific circumstances. Notes made here are related the service subscription.

Some examples are:

To access this screen users have one of two pathways:

Nav: Customer > List

  1. Click on the ID of a customer to open the customer record.
  2. Click the Service Subscription tab to open the customer's service subscription.
  3. Click on the Subscription Notes tab.

Alternatively, users can:

Nav: Services > List All

  1. Click on the Service ID or Service Subscription ID link to open the customer's service subscription.
  2. Click on the Subscription Notes tab.

Service-subscription-subscription-notes-list.png

This screen shows a subscription note that was automatically created when the service was activated via the Manual Provisioning method.

Create a Service Subscription Note

To create a subscription note, follow these steps:

  1. Click the Create New Note button. The Add Note page will appear.
  2. Enter a summary
  3. Optionally enter further information in the Description field.
  4. If you want the note to be customer-visible via the End User Portal, uncheck the Private box.
  5. Press Save to save the note.

See Also