The Lead Activity Note allows you to add notes for the current Lead Activity.

Lead Activity Notes are created during the Lead Activity creation process. You must create Lead Activity Notes from within the Lead Activity view. You can review Lead Activity Notes using the Lead Activity Note-Review view.

The following fields are available on the Lead Activity Note view and are based on the order in which they appear in the grid on the search page:

• In the Main Context section, the Company Number, Lead Key and Activity Key display as reference information for the Lead Activity record you are working with.

• CRM Note Category - enter or select from the lookup a CRM Note Category assigned to the note text. This is a mandatory field.

• Note Text - enter the Note Text related to the current activity. You can enter up to 1048 alpha numeric characters in this field. This field is mandatory.

As each CMR Note Category and Note Text is added to the lead activity, the Grid section displays the following information:

• Company - displays the Company code in which you are working.
• Lead Key – displays the current Lead Key for the Lead Activity Note being created.
• Note Number – displays the system generated Lead Activity Note number.
• Note Text – displays a portion of the Note Text entered.
• Note Type – when entering notes through this view the Note type is always ‘Activity – Activity Notes’.
• CRM Note Category – displays the CRM Note Category entered when the Lead Activity Note was created.
• Creator – displays the user id of the user logged into the system when the record was created.
• Date/Time Created – displays the date and time at which the record was created.
• Modifier – displays the user id of the user logged into the system when this record was last updated.
• Last Change – displays the date and time at which the record was last updated.
• Note Source – displays the Account Type (Lead) assigned to the Lead Key when the Lead Activity Note was created.

The following table outlines the functionality of each button on the Lead Lead Activity Note page:

Button Label	Icon	Functionality
Add Line to Results		Saves the record and adds the CRM Note Category and Note Text to the Grid section of the Lead Activity Note page.
Add Line & Go to Details Page		Saves the record and opens the Detail page for the current Lead Activity Note. For more information on the Details page, click here.
Refine Search		Opens a new Lead Activity Note page that allows you to search through the records by Lead Name, Activity Key, Lead Key and/or Note Number. This is a useful tool when you have a long list of Notes to search through. When you click Create on this page, you are returned to Lead Activity Note page where you can continue adding Lead Activity Notes.
Personalize		Opens up the Personalization section of iTopia which allows you to personalize the Search Criteria, Search Results, Sort and Details page of the Lead Activity Note view. For more information on personalizing a view, click here. Note: If this button is not available on your view, you have not been assigned to a role that has been granted the 'customize' permission. Please contact your system administrator for more details. Warning: If you Personalize the Lead Activity Note view, you must include ALL of the required fields; if you exclude one or more of the required fields, you will not be able to save records in your new view.
Export to Excel		Opens a spread sheet that contains all of the records retrieved by the search. Note: The information on this spread sheet cannot be edited and saved back into the current module.
Generate Graph		Opens a graph representation of the data retrieved by the search. You can manipulate the graph by clicking on the Graph Type, Graph Layout and Graph Size drop down lists on the graph page.
Use Selected Records As Criteria for Action		(On top of the grid in the Header section) Caution: When using any of the following options, you may inadvertently delete or modify records that you did not mean to change. The records can only be recovered to their original state from a backup of the system. The following 4 options are available: Edit All Records with Excel – opens an editable Excel spread sheet that contains all of the records retrieved from the search up to the quantity entered in the ‘Maximum Search Results Records to Display’ field for this user. Note: This option is only available if Excel is installed on your PC and the user has been assigned the Web Services license. The following options work with the ‘Select or Deselect all Rows’ check box in the Header section and with the selected check boxes on the detail lines in the grid. Edit with Excel – opens an editable Excel spread sheet that contains all of the records selected from the grid. Note: This option is only available if Excel is installed on your PC and the user has been assigned the Web Services license. Delete - deletes the selected records. The following confirmation message displays: "Are you sure you want to delete these records? Yes/No". Select Yes to delete the record(s). Select No to cancel the delete request. Update Field – a window opens with the following message: "Updating x Records in Lead Activity Note". The window includes a Field drop list that allows you to select the field you want to update. An input field automatically opens allowing you to enter the new information. Click Submit to update the record or click Close to cancel the request.
Use Record as Criteria for Action		Only the record to the right of this icon is affected by the actions selected. The following 4 options are available: Link To – displays quick links to various views that are related to the current resource. ‘Recent Views’ will be available if you have previously selected any of the options from the Link To menu (a maximum of 5 recent views will display). ‘Related Resource Group’ will be available if there are Related Resources assigned to the Details page for this record. Edit with Excel – opens an editable Excel spread sheet that contains the current record. This option is only available if Excel is installed on your PC and the user has been assigned the Web Services license. Delete - deletes the record. The following confirmation message displays: "Are you sure you want to delete these records? Yes/No". Select Yes to delete the record(s). Select No to cancel the delete request. Update Field – a window opens with the following message: “Updating 1 Records in Lead Activity Note”. The window includes a Field drop list that allows you to select the field you want to update. An input field automatically opens allowing you to enter the new information. Click Submit to update the record or click Close to cancel the request.
View Record Details		Opens the Details page for the current record.

Lead Activity Note-Details Page

The following list defines every field on the Details page:

• In the Main Context section, the Company and Note Number information display as reference information for the detail record you are viewing.

• In the General section:
  • Customer Code - displays the Customer Code for the Lead Activity Note. This field cannot be modified.

  • CRM Note Category - displays the CRM Note Category selected on the Lead Activity Note/Create page. You can enter or select from the lookup a new CRM Note Category as required. This is a mandatory field.

  • Note Text - displays the Note Text entered on the Lead Activity Note/Create page. You can enter up to a maximum of 1048 characters in this field. You can edit this field as required.

• In the System section, the fields are available for information purposes only and cannot be edited:
  • Creator - displays the user id of the user logged into the system when the record was created.

  • Time Created - displays the date and time at which the record was created.

  • Modifier - displays the user id of the user logged into the system when this record was last updated.

  • Last Change - displays the date and time at which the record was last updated.

The following table outlines the functionality of each button on the Lead Activity Note Details page:

Button Label	Icon	Functionality
Continue		Saves the changes made on the Details page and opens the Note Activity create view for the current Company/Customer Code/Activity Key.
Submit		Saves the changes made on the Details page and returns you to the Search Criteria page.
Save		Saves the changes made on the Details page and you remain on the Details page.
More Actions		Offers 2 options: Link To – displays quick links to various views that are related to the current resource. 'Recent Views' will be available if you have previously selected any of the options from the Link To menu (a maximum of 5 recent views will display). 'Related Resource Group' will be available if there are Related Resources assigned on the Details page for this record. Show References – opens a new page that displays a list of all views related to the current view. The number beside each link represents the number of records in the view. If there are no views related to the current view, the following message displays: "No records match your selection." From this page you have several options. You may: Select the Return to Search Page icon to return to the Search Criteria/Grid page. Select Close to close the current view. Select the More Actions button that contains 2 options: The Link To options provide the same options as the Link To from the More Action button on the Details page. The Show Details option takes you back to the Details page for the selected record.
Delete		Deletes the current record. The following message displays: “Are you sure you want to delete this record? OK/Cancel”.
Go to Previous Record		Moves you to the previous record. This icon only displays if the current record is not the first record from the search.
Return to Search Page		Closes the Details page and returns you to the Search Criteria/Grid page. If you have made changes to the current page that have not been saved, the following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue or Cancel to stay on the current page. OK/Cancel".
Go to Next Record		Moves you to the next record. This icon only displays if the current record is not the last record from the search.