When planning with data, you will often encounter issues requiring correction. Our notes feature allows you to record these issues. You can then export these notes as a .csv fie, which facilitates offline updates to your source systems.
There are two types of information you can capture in notes:
Flagging incorrect data (e.g., account address changed).
Free form notes
Notes can be added to Accounts and Targets.
Information:
Account notes are associated with the actual record in the grid. The node in the hierarchy related to the record is not impacted. If you move the record between nodes in the hierarchy, the notes move with them.
Adding Notes to an Account
Access your Fullcast instance and switch to the appropriate plan.
Click Manage Accounts on the Territories tile.
Click the checkbox to the left of the account you want to add notes to.
Click the notes icon (chat bubble) in the action bar.
.png)
Figure 1. Notes Icon
Complete adding notes to the account and assign to a user if applicable.
Click Confirm to save the note.
.png)
Figure 2. Account Note
A clickable note icon appears beside the account.
Information:
Users with enabled note notifications will be notified when a note is assigned to them.
Once saved, the note icon will appear next to the record you applied it to. If you select the icon, you can view the contents of the note. You may also add the Notes column to the grid to make it easier to view all notes at once.
Adding Notes to a Target
Access your Fullcast instance and switch to the appropriate plan.
Click Manage Targets on the Territories tile.
Click the three-dot menu on the appropriate target and select View Details/Edit.
Click the notes icon (chat box) to add a note.
Complete adding notes to the target and assign to a user is applicable.
Click Save Note.
.png)
Figure 3. Note for Target
A clickable note icon appears beside the target.
Information:
Users with enabled note notifications will be notified when a note is assigned to them.
Adding Notes to a Team Target
Access your Fullcast instance and switch to the appropriate plan.
Click Manage Team Targets on the Teams tile.
Click the three-dot menu to the appropriate target tile and select View Details/Edit.
Click the notes icon (chat box) to add a note.
Click Save.
.png)
Figure 4. Note for Team Target
A clickable note icon appears beside the target.
Information:
Users with enabled note notifications will be notified when a note is assigned to them.