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Note Action Codes

You can search for, add, modify, and delete action codes. Action codes represent the actions a user took on an account. When working an account, a user selects the action code that represents the action the user took on the account and Latitude records the action in the account notes. These codes are available on certain reports. Latitude releases with several standard action codes.

Note: Some Latitude system processes require specific codes. For more information, see Action and Result Codes.

Related Topics

Add a Note Action Code

Modify a Note Action Code

Delete a Note Action Code

Search for a Permission or System Code

Data Grids

Account Codes

Action and Result Codes