Note Details Screen

Overview

The Note Details Screen allows staff to create and save notes related to customers, contracts, and follow-ups. It helps track important interactions and maintain proper records.

Access Path

Note Details Form

Overview

Provides input fields to create a new note linked to a customer and contract.

Header Section

Page Title

Note Details

Description

Book Icon 📖

• Represents note/document management

Input Fields

1. Customer Name

• Search and select a customer

• Supports:

  • Customer name

  • Phone number

  • Loan ID

2. Contract Number

• Dropdown or searchable field

• Links note to a specific contract

3. Subject

• Short title describing the note

4. Date

• Default is current date

• May be editable

5. Note Details

• Main content of the note

• Used for:

  • Call summaries

  • Customer updates

  • Follow-up actions

Action Button

Save Button

• Label: Save

• Function:

  • Stores the note

  • Links it to selected customer and contract

How to Use

Create a Note

1. Open Note Details

2. Search and select a Customer

3. Select Contract Number

4. Enter a Subject

5. Verify or update the Date

6. Enter detailed information in Note Details

7. Tap Save

Validation Rules (Recommended)

• Customer selection is required

• Contract number is required

• Subject should not be empty

• Note details must contain meaningful content

Success State

Error States

💡 Tip:
Use notes immediately after calls or customer visits to ensure accurate tracking and better follow-up management.