Creating a New Account Note

In Account Notes, you can create a new Note from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new Note, a Create button displays on both of these sections in iTopia.

  • Note: The ability to create new Account Notes in iTopia is controlled by the permissions assigned to the resource within the role. Specifically, the Account Notes resource assigned to your role must include the 'Create' operation.

Creating a new Account Note:

  1. On the Account Notes view, from either the Search Criteria/Grid page or the Details page, click on Create.

  2. The Account Notes/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the look up a Company Number. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter the Customer Code for which the Account Note pertains.

    • The Note Number is automatically assigned by the system once you click Save or Submit.

    When all of the information is entered, click Continue to continue creating the new Account Note.

  3. The Account Notes-Detail page opens for the new Account Note. All of the fields on this page are either blank or contain a set default. You must enter all of the mandatory fields before you can save this new account note record. The following fields are mandatory:

    • CRM Note Category
    • Note Text

    Note: If you omit entering any of the mandatory fields, the message: "An entry is required" displays beneath each offending field once you click Submit or Save.

    For details on the information required in every field, please see the field descriptions outlined in the Account Notes topic.

    Warning: If you Personalize the Account Notes-Details page, you must include all of the required fields. If you do not include all of the required fields, you will not be able to save records in the Personalized view.

  4. When all of the information is entered, you can click Submit or Save:

    • When you click Save, all of your changes are saved and you remain on the Account Notes-Details page.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. 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". Only changes made prior to the record being updated using the Continue, Save or Submit buttons will be discarded.

    • When you click Submit, all of your changes are saved and you are returned to the Create page where you can enter another new Note for the same Account or select a different Account.

 
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