The following control maintenance records belong to the NOTES area within the MAINT (Maintenance) category.
Enter categories that users can access when entering notes in Call Tracking Entry.
More:
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Options |
Any free-form text to define up to 20 categories. |
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Outcome of setting this control record |
When you use the File >Notes option in a tracker, the note categories defined in this record display. |
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Default Value(s) |
Blank |
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Example(s) |
Billing Notes |
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Action if set to Null |
If there are no categories defined, users are not prompted to select a category when they select File > Notes in a tracker. They can enter a note without the category assignment. |
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Additional Information |
None |
Enter categories that users can access when entering user-defined notes in Customer Maintenance.
More:
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Options |
Any free-form text for up to 20 categories. |
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Outcome of setting this control record |
When you use the Additional > Customer Notes option in Customer Maintenance, the categories entered in this record are available to select from to help categorize notes attached to the record. |
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Default Value(s) |
Blank |
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Example(s) |
Credit Notes |
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Action if set to Null |
No categories are available to group notes in Customer Maintenance. |
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Additional Information |
Note categories are assigned at the system level and cannot be set on a customer-by-customer basis. |
Enter categories that users can access when entering user-defined notes in Product Maintenance.
More:
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Options |
Any free-form text for up to 20 categories. |
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Outcome of setting this control record |
When you use the Notes > Product Notes option in Product Maintenance, the categories entered in this record are available to select from to help categorize notes attached to the record. |
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Default Value(s) |
Blank |
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Example(s) |
Technical Specs |
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Action if set to Null |
No categories are available to group notes in Product Maintenance. |
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Additional Information |
Note categories are assigned at the system level and cannot be set on a product-by-product basis. |
Enter categories that users can access when entering user-defined notes in Vendor Maintenance. For example, Return Requirements.
More:
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Options |
Any free-form text for up to 20 categories. |
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Outcome of setting this control record |
When you use the Additional > Vendor Notes option in Vendor Maintenance, the categories entered in this record are available to select from to help categorize notes attached to the record. |
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Default Value(s) |
Blank |
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Example(s) |
Return Requirements |
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Action if set to Null |
No categories are available to group notes in Vendor Maintenance. |
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Additional Information |
Note categories are assigned at the system level and cannot be set on a vendor-by-vendor basis. |