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Notes Table

The Notes table contains notes for accounts. Each account can have multiple note records.

Field Name

Description

Length

Data Type

Parent Table and Field

Import Types

Number

Code that Latitude assigned to identify the account. For new business imports, don't map this field. For all other imports, you must map this field to ensure that Exchange Manager locates the correct account.

4

Integer

Master/Number

NB, F, M, R

Created

Date a user or the system created the note creation.

8

DateTime

None

NB, F, M, R

User0

Code that identifies the user who created the note. You must have already created this code in Latitude.

10

VarChar

None

NB, F, M, R

Action

Latitude action code to associate to the note. You must have already created this code in Latitude.

6

VarChar

None

NB, F, M, R

Result

Latitude result code to associate to the note. You must have already created this code in Latitude.

6

VarChar

None

NB, F, M, R

Comment

Content of the note.

256

Text

None

NB, F, M, R

NOTE:

While importing the file through Exchange for Notes, phone number can be included in the following cases:

Phones Panel:

  1. If a phone number mentioned in Notes file does not belong to the primary debtor of the mentioned account, then that phone number will be added for the primary debtor of the account.
  2. If a Phone number is mentioned in Notes file, the Attempts in Phones panel will get affected based on the Policy configured for Action code mentioned in Notes file.
  3. When importing a Notes file from Exchange, if the 'Update Linked Accounts' checkbox is checked and the account is a linked- account, then the Phones panel will be affected for the primary debtor of all associated linked accounts.

Compliance Panel:

  1. If a Result Code from the Notes file is configured for Compliance Attempts and Contacts, then after importing such files, the Compliance Panel will be affected based on the Result Code configured in the Policy Settings.
  2. When importing a Notes file from Exchange, if the 'Update Linked Accounts' checkbox is checked and the account is a linked- account, then the Compliance panel will be affected for the primary debtor of all associated linked accounts.