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 screenshotTypes of Notes
Click here for Note Types screenshotHere 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
