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Note Types

Table of Contents [Hide/Show] 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