Configure Note Work Efforts

Use the Note Efforts tab on the Work Effort tab in the Client Configuration window to configure work efforts related to notes. You can configure a note work effort using an action and result code together, or just one of the two.

To configure note work efforts

1. In the AIM Receiver Manager window, in the Name column of the data grid, click the Client icon. The Client Configuration window appears, with the General tab selected.

2. Click the Work Effort tab and then click the Note Efforts tab.

Action Category: Category that your organization assigned to group the note action.

Action Code: Code that your organization assigned to identify the note action.

Action Text: Comment or description that your organization associated to the note action.

Action: Unique code that identifies an action in Latitude.

Result: Unique code that identifies the result of an action in Latitude.

3. To add a note effort, click Note Effort. AIM Receiver Manager adds a blank row to the data grid.

4. Complete the information and then click Apply.

Related Topics

Client Configuration