Creating a New Lead Note

In Lead Notes, you can create a new Note from the Search Criteria/Results 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 Lead Notes in iTopia is controlled by the permissions assigned to the resource within the role. Specifically, the Lead Notes resource assigned to your role must include the 'Create' operation.

Creating a new Lead Note:

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

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

    Create

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

    • Enter or select from the lookup the Lead Key for which the Lead Note pertains.

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

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

  4. The Lead Notes-Detail page opens for the new Lead 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 lead 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 Lead Notes topic.

    Warning: If you Personalize the Lead 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.

  5. 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 Lead 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 Lead or select a different Lead.

 
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