Application Assistance

M

mcp6453

OneNote has been recommended as a solution for an application that I
need. The best way I know how to explain it is by example. Have you ever
called a credit card company with a complaint and then had to call back
again (normal?) Once you give them your credit card number, they have a
sting of manually entered notes, among other things. A simplified
application would look like this on a screen:

============================

Customer Information:
Card Number: 4444-4444-4444-4444

Customer Notes:

01-01-2008 Customer called to complain about our high interest rates.

01-02-2008 Customer called again to say that he is going to cancel his
account unless we lower his interest rate. Told customer to
take a hike.

01-03-2008 Customer called to cancel his account.

============================

While my application is not for a credit card company, if I could
understand how OneNote would work in the above situation, I could adapt
it to my application. Here are the requirements:

1. The operator needs to be able to quickly access all data connected
with the account (4444-4444-4444-4444).

2. "Customer Information", "Card Number", and "Customer Notes" have a
FIXED position on the screen. (When I play with OneNote, the note is
placed where I click the mouse. Hopefully there is a way to fix or
anchor the text entry boxes so the screen is laid out like a web page or
a database.)

3. The date field and the comments fields are separate but linked so
that they clearly correspond with each other. In the example above, if
the 01-02-2008 entry were a line longer, the 01-03-2008 and "Customer
called to cancel" lines would automatically be moved down the page by a
line.

The real lack of understanding that I have with OneNote is how to fix
the positions and sizes of the text entry boxes or fields. Hopefully
there is a ready way to do so. Once I understand that part, I can
complete an evaluation to determine whether OneNote is what I need.

Thanks for the input and assistance!
 
J

John Guin [msft]

Hello,

Fixing the input area is not possible in OneNote. You may want to check out
Infopath (or Access or Excel) as alternate form creation tools.
 
M

mcp6453

John said:
Hello,

Fixing the input area is not possible in OneNote. You may want to check out
Infopath (or Access or Excel) as alternate form creation tools.

Turning off the visible borders helps, but I am not sure that the
application is what I need. Thanks for the information!
 
M

mcp6453

mcp6453 said:
Turning off the visible borders helps, but I am not sure that the
application is what I need. Thanks for the information!

John, it turns out that Infopath may be just the ticket. All this time
this application has been right under my nose, and I have never looked
at it. Hopefully it is not difficult to modify. (The Issue Tracking
template is overkill for what I need.)
 

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