Customer Notes (SUNOT1)

The Customer Notes (ibis_sunot1) view allows you to create, modify and delete customer notes. The Customers (ibis_sucu.su13) view has customer notes table embedded into the details page allowing you to view, modify or add customer notes while in the customers view.

The following list defines every field available in the customer notes (sunot1) table in alphabetical order:

  • Company - the company field is available when you create a new record. The company defaults to the company assigned to your user id in the Session Parameters view. You can change the default company during the creation process only. Once the record is created, the company to which the record is associated displays in the General section (at the top of the view).

  • Created By - displays the name of the user who created the record you are viewing or maintaining. May not be overridden.

  • Created On - displays the date on which the record that you are creating or maintaining was created. May not be overridden. May also represent the creation date of the records you are attempting to retrieve.

  • Customer - displays the customer code associated with the customer attentions record. Once a note is created, you cannot edit this field.

  • Modification Counter - this field is not maintainable. The date and time the record was last modified.

  • Modified By - this field is not maintainable. The user or system process that last modified the record.

  • Modified On - this field is not maintainable. The date on which the record was last modified.

  • Note Source - displays the source of the account/customer. Valid options include:

    • C - Customer
    • L - Lead
    • P - Prospect

  • Note Text - a free form field that allows you to enter the note text. You can copy information from your clipboard directly into this field or you can manually enter the note detail.

For the functionality of each action (i.e. button) available on this view, refer to the About the Actions topic.