The view all notes & remarks function is a very helpful tool that shows a consolidated list of all notes from Order entry and CPM related to this prospect/customer. If the listing is too long it can be filtered by last edit date to only get the most recent notes.
The left side of the screen lists the available notes and the right side displays the detail of the note highlighted on the left. Highlighting a note in the list on the left gives the note details on the right. By clicking the edit button it is possible to edit the note from this screen.
This function is available on the CPM Remote actions screen, the order history screen and the update prospect or customer screen.
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