Note Types
Modified on Thu, 25 Jun 2009 13:21 by kyimin — Categorized as: System Manager
Table of Contents
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Default Menu Location
Types of Notes
Fields/Filters/Columns
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
Fields/Filters/Columns
¶
Status:
Abbreviated note status
Type:
Abbreviated note type
Subject:
Note Subject
Owner:
Note Owner
Follow Up:
Note follow up date and time