Agent Notes

This is the fourth of six tasks described in this user manual for changing PCM details.

NOTE: The numbering is simply for reference - there is no particular order in which tasks need to be completed and, depending on the PCM, they might not all be needed.

The full list is:

  1. General Setup
  2. Markup / Commission
  3. PCM Notes
  4. Agent Notes (this task)
  5. Recalculate PCM

There are PCM Notes and Agent Notes:

  • PCM Notes allows free-format notes to be added to the PCM under a range of predefined Note Categories, which must first have been set up via Home > System > Code Setup > Messaging > Notes. Notes can be output on documents and messages to both agents and suppliers.
  • Booking Notes will sort data by note category.
  • Agent Notes allows viewing (read-only) of notes attached to the agent.

View agent notes (read-only)

  1. If you haven't already done so, search for and retrieve a PCM to work with (see Retrieve an Existing PCM).
  2. The default view for a PCM is the .

  3. To examine and work with agent notes, from the PCM Quotes menu, select .
    1. Click the PCM Quotes hamburger menu to open it:

    2. Click the PCM Details menu option to expand it:

    3. Click Agent Notes to open the PCM:

  4. From the list of returned, click any note to open it.

    Once open, the content of an agent note can be read, but it cannot be changed:

  5. Click to keep the changes.

  6. Click to discard any changes.