Customer Notes Contact Settings
Requires. Contact attempt tracking enabled (see below); Administration Page; Customer Notes Contact Settings with Create, Modify, or Delete for changes.
A combined admin page that lets you manage two closely-related catalogs used on customer notes:
- Communication Reasons — why the contact happened (e.g. "Billing question", "Service issue", "Upsell").
- Communication Dispositions — the outcome (e.g. "Resolved", "Left voicemail", "Escalated").
Both are simple list catalogs. Use them to turn free-form notes into structured data your team can report on.
Turning contact attempt tracking on
This page only appears when contact attempt tracking is enabled for your company. To enable it:
- From the Admin index, click SecurityTrax Global Settings in the Your Account section.
- On the Company page, find the Customer Notes card.
- Check Track contact attempts on customer notes and click Save.
Once enabled, customer notes gain four extra fields — Contact Attempted?, Reason for Contact, Contact Disposition, and Was a Callback? — and this catalog page appears under Admin → Catalogs. While tracking is off, the catalog page is hidden and its URLs return a not-found error.
Heads up. Turn tracking on first, then add your reasons and dispositions here — until you do, the Reason for Contact and Contact Disposition dropdowns on notes will be empty.
Getting here
- From Admin → Catalogs, click Customer Notes Contact Settings.
- Or go directly to
https://portal.securitytrax.com/acme/admin/cms/customer-notes-contact-settings.
Edit form (either list)
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Name | Yes | Text | Unique within the list | Appears in the dropdown on customer notes. |
| Category | Optional | Select | Depends on the list | Rolls up for reporting. |
| Status | Yes | Select | Active / Inactive | — |
Related
- Customer Note Types — the top-level note categorization.
- Notes & Tickets — where reasons and dispositions get chosen.