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Latitude Help
Add an Account Note
Use the Add Note dialog box to add a note to the account displayed in the Work Form. You can add an unlimited number of notes to an account. You must have the Create Notes Permission. To flag a note as private, you must also have the Create Private Notes Permission.
To add an account note
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In the Reference Panel navigation bar, click Available Panels and then click Notes.
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In the Reference Panel toolbar, click Add Note.
Action Code: Code that identifies the action taken on the account.
Result Code: Code that identifies the result of the action taken on the account. The system adds text to the Comment box for certain result codes.
Comments: Note detail. You can type an unlimited number of characters in this box.
Is Private: If selected, unauthorized personnel cannot view the note.
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Complete the information and then click Add Note.