Set Up the Notes Feature

Knowledge Center > Collect > Setup and Administration > Set Up the Notes Feature

Set Up the Notes Feature

Obtain the API token of Notes

To use the commenting functionality of Notes in the Collections Window or Disputes features, you need to enter the API-token of the Notes instance in the integration settings of these features. 

Obtain the API token of Notes from the Settings tab of the Notes landing page. 

notes_settings_tab.png

See Set Up the Collections Window Feature to learn about where to enter the API-token of Notes.

Configure the Escalation Settings 

If you use the commenting functionality of Notes in the Disputes feature (in LA), you need to configure the escalation points and dispute reasons in the Notes instance.

  1. Launch the Notes instance.
  2. Select the Escalation tab of the landing page.
    A list of users and their roles are displayed. The names are populated from the users using Collections Windows and Disputes features. The roles are their Zuora platform roles.
    notes_escalation_tab.png
  3. Assign an escalation point for each user. If no escalation points are specified for a user, disputes handled by this user cannot be escalated. 
    Escalation points are the persons that will be contacted when disputes are escalated. Multiple levels of escalation are allowed. For example, a dispute can be escalated to User A, who can escalate the dispute to User B.
  4. Enter an authorized amount for each standard user. 
    For each standard user, you need to set an authorized amount. If the disputed amount is less than the authorized amount, the user can approve without approval from a manager. If the disputed amount is greater than the authorized amount, approval from a manager is required. 
  5. Click Save to save the settings.

What's Next?

See Using the Notes Feature to learn about how to use the Notes feature. 

 

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