Lead Notes
Index
Lead Notes-Search Criteria/Grid
Lead Notes-Details Page
Lead Note-Create
Lookup Functionality

Additional Information
CRM Note Category

 
The Lead Notes view allows you to create, modify and delete Lead Notes assigned to Leads.

  • Once a Lead is converted to a Prospect, the Lead Notes are deleted from this view and moved to the Account Notes view.

Note: The ability to create and update information in Lead Notes is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in Lead Notes. For more information, see Role Master-Permissions.

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

  • Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all Lead Note records. Note: This field cannot be modified.

  • Lead Key - displays the Lead Key assigned to the Lead when the lead record was created. This field cannot be modified.

  • Lead Name - displays Lead Name assigned to the Lead Key when the record was created. You can edit this field as required.

  • CRM Note Category - displays the CRM Note Category assigned to the current record. CRM Note Categories are maintained in the CRM Note Category table. You can edit this field as required.

  • Note Text - displays the Note Text for the existing Note. You can edit this field as required.

  • Note Number - displays the Note Number that is automatically assigned to the Company/Lead Key record when the Note is created. This field cannot be modified.

  • Note Type - displays the type of Lead Note. There is only one Note Type for Lead Notes: 'Lead – Lead Notes'. This field cannot be modified.

For information on the functionality of each button on the Lead Notes Search Criteria Results/Grid page, click here.

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Lead Notes - Details Page

When you click on the View Record Details icon Detail for a specific record on the Lead Notes Search Results/Grid page, the Lead Notes Detail page opens for that record.

The following list defines every field in the Details page:

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

  • In the General section the following fields are displayed:

    • Note Type - defaults to LEAD – Lead Note' when creating a new Lead Note. This field cannot be modified. No other note types are valid in the Lead Notes view.

    • CRM Note Category - enter or select from the lookup Lookup a CRM Note Category for the Account Note. The CRM Note Categories are maintained in the CRM Note Category table. This is a mandatory field.

      • Once a Note Category is selected, the Category name displays to the right of the field.

    • Note Text - enter the details of the Note in the Note Text field. This is a free format field that allows you to enter a maximum of 1048 characters of text.

  • In the System section the following fields are displayed. You cannot edit the information in this section.

    • Date/Time Created - displays the date and time at which the Account Note was created.

    • Creator - displays the user id of the user logged into the system when the Account Note was created.

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

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

The Related section at the bottom of the page contains links to related resources for the current record. The following links are available:

  • Lead Activity
  • Lead Areas of Interest
  • Lead Campaign
  • Lead Trade Show
  • Lead Activity Notes

For information on the functionality of each button on the Lead Notes Details page, click here.

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Lookup Functionality

The Execute Quick Lookup Lookup icon that displays to the right of a field opens a view that displays records related to the input field that you can select. All of the lookup views function in the same manor. If there are multiple records in a lookup the Search Criteria/Results Grid page is display. If there is only a single record in the lookup, the details page is opened.

The following table outlines the functionality of each button on the Search Criteria/Results Grid page of the Lookup views:

Button Label Icon Functionality
Search Continue Searches for all records that match the Search Criteria input.
Clear Submit Clears the entries in the Search Criteria .
Personalize Save Opens up the Personalization section of iTopia which allows you to personalize the Search Criteria, Search Results, Sort and Details pages of the CRM Note Category. 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.
Select Record Previous Selects the record and returns you to the Lead Notes detail page.
View Record Details Detail Opens the Details page for the current record.

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The following table outlines the functionality of each button on the Details page of the Lookup views:

Button Label Icon Functionality
Select Continue Selects the current record and returns you to the Lead Notes page.
Go to Previous Record Previous 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 Return Closes the Details page and returns you to the Search Criteria/Results Grid page.
Go to Next Record Next Moves you to the next record. This icon only displays if the current record is not the last record from the search.

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