Create Notes Permission

Use the Create Notes permission to specify whether users can add notes to accounts. For more information, see Add an Account Note.

Location

In the Navigation pane, click Applications > Liquid Latitude > Account Data > Notes > Create Notes.

Scope

This permission is available for all scopes.

Policy

The policy allows your organization to specify which action and result codes are available to users when adding notes to an account. Enable the permission for a scope and then specify the codes.

Restrict the available action codes to the following: If selected, the action codes available to users only includes the ones specified.

Action Codes: If you select an action code, it's available when users add notes to accounts.

Restrict the available result codes to the following: If selected, the result codes available to users only include the ones specified.

Result Codes: If you select a result code, it's available when users add notes to accounts.

Select None: Clears all selected items in the list.

Select All: Selects all items in the list.

Tip: To select multiple sequential codes, press and hold the Shift key and then click the first and last sequential code. To select multiple non-sequential codes, press and hold the Ctrl key and then click each individual code.

Create Notes Permission

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