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 if the note category is set to 'Include in Messaging'.
  • 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.

    The note can be viewed using the down arrow or opened using the magnifying class. 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.