Change customer activity notes

Article • 4/27/2026 • 1 min read

After you view a summary of customer activity and you see that you need to change notes for a specific event, you can change the necessary notes for one or more events.

To change customer activity notes

  1. Open the Customer Summary (FSCSUM) page.

    1. Select Customer Relationship Management > CRM Transactions > Field Service > Customer Summary.

    Or

    1. Search for FSCSUM or Customer summary in the Navigation box and then select Customer Summary.

    The Customer Summary (FSCSUM) page appears.

  2. Click the Activity Log tab.

  3. On the Toolbar, click Browse.

    The Browse For Customer Summary window appears.

  4. Select the row that contains the required customer summary and click Select.

    Or double-click the row.

    Click Cancel to exit from Browse For Customer Summary window.

  5. In the Notes box, makes necessary changes.

  6. On the Toolbar, click Save.

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