Notes Tab

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Module: Accounts Receivable    

Applet:  Clients    

Tab:  Notes

 


Description: Notes can be entered against a client, and optionally, a client contact or project (Description Below).  See Notes chapter for further detail.

Note Types are a user-definable list. They are used to classify notes for better management. To maintain them, go to List Management and select Note Types under User Lists.

AR_Clents_Notes

Fields

Text Box - Enter message to be displayed here.

 

Regarding

Contact - Selects a contact for the current note.
Project - Selects the project that this note is regarding.

 

Schedule Follow-Up Activity - When checked, this section will become active. This gives the user the option of scheduling a follow-up activity. Type, Date,Time, and Duration are selected.

Note Type (Dropdown) - Type of note posting (Phone Call, Meeting, E-Mail, Appointment, Lunch, and Dinner are the choices).
Apply - When selected, the note is then posted in the Notes grid, located at the bottom of the screen.
Cancel - Cancels the current note.