Sticky Notes in Power Broker are designed much like a real sticky note. It's basic
purpose is to take a note, and stick it somewhere, and when your done
with it, throw it away. They are NOT an abeyanceable item so it
does not get recorded historically to the customers profile. They
can however be viewed in a list in each user account, but can be deleted
at any time.
Sticky Notes are a great way of tagging a reminder to a customer for
yourself or someone else.
Setting up Sticky Notes:
In Tables, User Preferences, you would place a 'Y' in the 'Display
Sticky Notes on Customer / Policy screens (Y/N).
You would then need to Exit the system and log back in for this change
to take effect.
If
you are an administrator and would like to enforce that everyone in the
office gets Sticky Notes regardless of the setting in Tables, User
Preference, then ensure you have a 'Y' in the 'Force Sticky Note
Messages to Pop-up (Y/N) question
Using
Sticky Notes:
From a Customer or Policy screen, click on the Sticky Note icon.
Since
you are sitting on an existing customer, the customer code will
automatically fill in.
Type in the body of your message, and click on Save Note.
Once
you return back to the customer you just saved a Sticky Note too, the
Sticky Note opens in the bottom right of your screen.
Your options are to either click on the top right X box to close it for
now so it appears later, or click on the bottom right check mark to
finalize the Sticky Note so it closes and stops it from showing up the
next time you visit this client.
In
this example we have left the Sticky note open by clicking on the top
right X.
We have now clicked on the Sticky Note icon again for a second time to
create a second Sticky Note and saved it.
When
you now return back to the customer, the first Sticky Note opens.
You would then either close it or mark it as done.
The second Sticky Note would open and you would do either the close or
mark as done option depending on what your results were.
This feature allows for multiple Sticky Notes to be tagged to the
Customer or Policy.
 
Retrieving your list of Sticky Notes:
To
view existing and/or completed Sticky Notes, click on the 'MyPowerBroker'
icon in Power Broker, and then click on Sticky Notes.
The users list will be displayed. The user options are:
Compose - Compose a new Sticky Note
View - View an existing one
Done - Mark a Sticky Note as Done
Print - Print one existing Sticky Note, either done or not done
List - Prints a list of all of the users Sticky Notes
Delete - Deletes the Sticky Note
Launching a Sticky Note
from scratch:
From the main Power Broker desktop, you can now click on Sticky Notes
from the middle of your screen and add the customer code and your
message and save directly to the customer file.
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Sticky Notes - PB4