Interaction Inventory: Notepad Archive
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
Use this page to view all interactions or Notepad actions for a selected individual or organization in the system. The Notepad Archive tab shows current and past notepad actions associated with the selected individual/organization in Desktop. Notepad archive information is view only and cannot be added to or updated.
Note
Notepad archive information is view only and cannot be added to or updated.
Access the Interaction Inventory page, Notepad Archive tab.
Enter a name in the Select Person or ID field.
If filter options are not visible, click the No filters applied link.
Select from the Code, Description, Date Range, and Type filter checkboxes and enter the appropriate information.
Click Apply.
Access the Interaction Inventory page, Notepad Archive tab.
On the row containing the Notepad action you want to view user-defined fields for, click the Actions button.
Select User-Defined Fields from the drop-down.
The User-Defined Fields pop-up opens containing all the associated user-defined fields for the notepad action. These are view-only.