Adding Notes to a Request

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You can add unlimited notes to the Request form, Activity form and User Information form. A large dialog box allows for unlimited characters and multiple lines of text. You can manually add a field to your email templates to include the last note from the Request form in your emails.

Adding a Note

This example uses the Request form note field. Notes in the User Information and Activities form are added using the same steps as shown below.

  1. To add a note in Aeon, open the User Information, Request, or Activity form and navigate to the Notes pane.
  2. Right-click in the note field and select Add Note to open the Add Note window. You can also double-click in the note field to open the window.
  3. The cursor is automatically focused in the text box. Type the note text in the Add Note window and click Add.
  4. The note is displayed in the Note field.

You will not be able to add a note to a new Request, Activity or User form until you have saved the form. The Notes grid is disabled by default until the new user, request, or Activity data has been saved to the database.

Deleting a Note

This example uses the Request form note field. Notes in the User Information and Activities form are added using the same steps as shown below.

  1. To delete a note in Aeon, open the User Information, Request, or Activity form and navigate to the Notes pane.
  2. Click to select the note you want to delete.
  3. Right-click and select Delete Note.
  4. A confirmation popup asks if you want to permanently delete the note. Click Yes.
  5. The note is removed from the Notes grid.

Adding the Last Request Note to an Email Template

You can include the last note entry from a Request form in your email templates by editing the body of the email template to include the Last Note field tag.

  1. The Last Note field tag is found under the Request heading. Right-click in the body of the email template and navigate to Request | Last Note.
  2. In the example here we have also added the text Last Note above the last note field tag.
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