CRM Note Category - Details Page

 When you click on the View Record Details icon Detail for a specific record on the CRM Note Category Search Criteria/Results Grid page, the CRM Note Category Detail page opens for that record in modify mode.

There are two sections on the Detail page of the CRM Note Category. The following list defines every field displayed in each section:

  • In the General section:

    • Note Category Description - enter the full description of the CRM Note Category. The Description can be a maximum of 128 alpha numeric characters in length.

  • 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.

    • 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.

For information on the functionality of each button on the CRM Note Category Details page, click here.