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CRM Note Category
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Index CRM Note Category-Search Criteria/Results Grid CRM Note Category-Details Page CRM Note Category-Create |
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Additional Information Account Notes-Details page Case Notes-Details Page Lead Notes-Details Page |
The CRM Note Category table allows you to create, edit and delete the categories that are used for:
- Account Notes, Lead Notes and Case Notes
- Account Activity Notes, Lead Activity Notes and Case Activity Notes.
CRM Note Category examples can include Collection, Account Receivable, Customer Service, Order Entry, Sales, etc.
| Note: The ability to create and update information in the CRM Note Category view 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 the CRM Note Category view. For more information, see Role Master-Permissions. |
You can edit the CRM Note Category information in either the Search Criteria/Grid page, in the grid section, or on the Details page.
The following fields are available on the CRM Note Category 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 CRM Note Category records. This field cannot be edited.
- CRM Note Category - displays a short description for the Note Category. This field cannot be edited.
- Note Category Description - the Description can be a maximum of 128 alpha numeric characters in length. You can edit this field as required.
For information on the functionality of each button on the CRM Note Category Search Criteria Results/Grid page, click here.
