Product Notes

This is the fourth of seven tasks described in this user manual for modifying a PCM itinerary.

NOTE: There is no particular order in which tasks need to be completed - the numbering is simply for reference.

The full list is:

  1. Pickup / Dropoff
  2. Voucher Text
  3. Service Notes
  4. Product Notes (this task)
  5. Change Base Date
  6. Manage Days
  7. Insert PCM

The Product Notes screen allows viewing only of any notes that might be attached to a product. Adding, modifying or deleting product notes is done via Product Setup (see the Product User Manual).

View Product Notes

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

    2. A single service can be opened from the Dashboard by clicking on the service. Alternatively, switch to Itinerary view by selecting, from the PCM Quotes menu, .

      1. Click the PCM Quotes menu to expand it:

      2. Click the Itinerary menu option to show the itinerary for this PCM:

    3. Examine the on this screen.

  3. Select menu .
    1. Click the PCM Quotes menu to expand it:

    2. Click the Itinerary menu option to expand it:

    3. Click Product Notes to show the products comprising this PCM:

      NOTE: Products that have Product Notes attached can be further expanded.

  4. From the list of services, click the whose product notes you want to view in detail.

  5. From the detailed list, view product notes by (i.e. clicking the + icon). Any images associated with the note will also be visible once expanded at this level.

    From the expanded list, view content associated with each note by clicking the down icon or using the scroll bars.

Note Filtering

The Product Note filter is defaulted with the Services button checked. Filtering by Service allows a full list of all notes, attached to each product to display on screen.

A filter can be applied to target and display a specific Note Category. This is useful for consultants who may want to view a series of services with information saved for a particular Note Category.

The example below filters by a Note Category selected called Child Policy. A list of Child Policy notes attached to itinerary products displays as the note category code has been expanded.

  • Filtered note entries can be can be viewed service by service using the dropdown arrow. The note expands for users and longer note entries can be viewed using the scroll bar provided.

  • Alternatively, users can open the Product Note screen to view the full note entry when selecting the magnifying glass icon.

  • Selecting the + icon next to the Category will expand notes for all services.