Modify a Note Action Code

Use the Note Actions panel to modify an action code.

To modify an action code

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

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

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

2. Click the Edit icon. The action code appears in edit mode.

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. Modify the information and then click the check mark.

Related Topics

Search for a Permission or System Code

Data Grids

Note Action Codes