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Page History: Note Types

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Page Revision: Thu, 25 Jun 2009 13:11



Default Menu Location

Access to Note screen is located on most of the Adjutant screens.

Here is an example of how to access to the Note screen, Click here for screenshot

Types of Notes

Click here for Note Types screenshot

Here is a list of Note Types:

  • Campaign
  • Cold Call
  • Collections
  • Email
  • Email In
  • Email out
  • Fax In
  • Fax Out
  • General Notes
  • Letter In
  • Letter Out
  • Phone Call
  • Phone In
  • Phone Out
  • Sale Call
  • To Do


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