Overview
Notes can be entered against a project or a client’s contract or project. See Notes chapter for further detail.
Note Types are a user-definable list used to classify notes for better management. To maintain them, go to List Management and select Note Types under User Lists.
Fields
| • | Text Box - Enter message to be displayed here. |
| • | 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 (Drop Down) - Type of note posting. (Phone Call, Meeting, E-Mail, Appointment, Lunch, and Dinner are the choices) |
| • | Apply - Click on Apply to post the note in the Notes grid at the bottom of the screen. |
| • | Cancel - Cancels the current note. |