PAYE105016 - Individual records: contact history: manual creation by you (Action Guide)
To create a manual Contact History note, follow steps 1 - 3 below
| 1. | Access the customer’s record and select Individual from the left hand browser |
| 2. | Select the Indicators option |
| 3. | Select the [Save] button. You will then be presented with the Insert Contact History screen |
Notes:
| a. | For guidance on recording information and action refer to PAYE105017 for telephone calls and correspondence or PAYE105020 for work management items |
| b. | If the error message ‘Please correct the following entries and try again’ is displayed, follow the guidance at PAYE103065 and go back to step 1 in the Action Guide above |
| c. | If you move to another screen for the same customer without saving the information, no warning message will be displayed and NPS will not record the information you have entered |
| d. | The Contact Type will display Mediated |
