Add a Note Result Code

Use the Result Code Properties dialog box to add a result code.

To add a result code

1. In the Navigation pane, click System Codes and Settings > Accounts > Note Results.

2. Click the plus sign (+). The Result Code Properties dialog box appears.

Result Code: Unique (up to) five-character code that identifies an event. 

Description: Description of the result code.

Quick Note Text: Default information to appear in the note. When users create a note using this result code, they can modify the quick note text.

Consider As Worked: If selected, the result code signifies a worked account. 

Consider As Contacted: If selected, the result code signifies a contacted account.

3. Complete the information and then click Save.

Related Topics

Search for a Permission or System Code

Data Grids

Note Result Codes