Add a Note Action Code

Use the Note Actions panel to add an action code for notes.

To add an action code

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

2. Click the plus sign (+). A blank row appears in the data grid.

Code: Unique code that identifies the action.

Description: Description of the action.

Consider as attempted: If selected, the action code signifies an attempt at working the account.

Consider as worked: If selected, the action code signifies a worked account.

3. Complete the information and then click the check mark.

Related Topics

Search for a Permission or System Code

Data Grids

Note Action Codes