Manage Notesmaker

The Notesmaker feature, as the name indicates helps you to make quick notes while on call. The context specific canned notes are configured for a particular process by the Engage administrator. The Engage users will see process specific canned messages.

Manage Notes

By using this feature, you can do the following:

  • Add notes
  • Edit notes
  • Delete notes

 

To add canned notes:

  1. Navigate to Manage Notesmaker > Manage Notes.

  2. Enter the required note in the Canned Note field.
  3. Select the status.
  • Active: allows the notes to be mapped to a process.
  • InActive: Select this if you do not want to use the notes.
  1. Click Add. A confirmation message appears stating Note added successfully.

To update existing canned note:

  1. Navigate to Manage Notesmaker > Manage Notes.
  2. Click the (Edit) icon corresponding to the note you want to edit. Add Notes section is populated with the note to be modified.

  3. Make the required changes in the note, and then click Update. A confirmation message appears stating Note Edited Successfully.

Notes Mapping

You need to map the created notes to the process so that the Engage users can access it.

Process - Notes mappings

You can map processes to notes in several ways.

  • You can have multiple processes mapped to multiple notes. For example, two processes mapped to three notes results in total 6 process notes mapping.
  • You can have single processes mapped to multiple notes.
  • You can have multiple processes mapped to a single note.

 

To map notes with processes:

  1. In the Profile list, select a required profile from the list.

    NOTE:

    You can also map all the profiles to the canned notes by selecting All Profiles.


  1. Select the check box next to the required processes from the List of Processes.

  2. Select the check box next to the required canned notes from the List of Active Notes. For example, in the below image, Salarygraph process is mapped to 2 notes Todays temperature is 27 degrees and Signing Off Time.

  3. Click Save. A confirmation message appears stating Canned notes mapping saved successfully.


Modify Notes – Process Mapping

  1. Click Remove Mapping to modify the existing mapped processes.
  2. Select the required note from the Canned Note list.
    List of processes mapped with the selected note is populated. Clear the selection of the processes you want to unmap.


  3. Click Save. A confirmation message appears stating Canned Notes mapping saved successfully.

The mapped notes are notes are ready to be used by Engage users in the Engage client.