Account representatives will have access to notes created through the Customer Web Portal.  Notes with a Scope of Public will be accessible through both MoversSuite and the Customer Web Portal.  New notes created in the portal will only be marked with a Scope of Public.

 

Figure 28: MoversSuite Notes tab

 

Notes can be created for household goods and electronic moves, depending on the user type assigned to the user.  See User Setup for Customer Web Portal for details.   

 

Users will have access to the Work with Notes option when viewing a particular household goods or electronics move order.

 

Figure 29: Work with Notes option

 

The Notes page appears when the Work with Notes option is evoked.  The Notes pages will display all notes associated to the order that are marked with a Scope of Public. 

 

Figure 30: Notes page

 

New notes can be added by entering a s subject and the body of the message and pressing Add.  When a note is added, the coordinator assigned to the account will receive an email message containing the following properties:

 

Email Property	Set to the following for a new note
From	“NewNote”
To	Email address associated to the coordinator as set through MoversSuite Administration (web) > User Setup > Personnel > Contact > Email field.
Subject	“A New Note Has Been Added”
Message	“A new note has been added by a web user for order number” followed by the MoversSuite Order Number.