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Enter Note

Use the Edit Enter Note Activity dialog box to specify the criteria for adding a note to accounts. You can specify non-standard action and result codes, which are codes not defined in "System Codes and Settings" in Latitude. However, be aware of the following:

  • Using non-standard action and result codes in workflows does not add them to Latitude.

  • Latitude doesn't include non-standard action and results codes in account statistics for attempts, works, or contacts.

  • Allowing the use of non-standard action and result codes could result in less definitive reporting.

  • Latitude limits non-standard action and results codes to five characters.

To modify an Enter Note activity

  1. Create or open a workflow with an Enter Note activity. For more information, see Create a Workflow or Modify a Workflow.

Enter Note activity

  1. On the workflow tab, double-click the Enter Note activity. The Edit Enter Note Activity dialog box appears.

Edit Enter Note Activity dialog box

User: User to associate to the note.

Action: Action code to associate to the note.

Result: Result code to associate to the note.

Comment: More information regarding the note.

Mark note as private: If selected, only users with the View Private Notes permission in Latitude can view the note. 

  1. Click the Search icon next to the User box. The Select User dialog box appears.

  2. Click the user and then click Open. WorkFlow Designer populates the User box in the Edit Enter Note Activity dialog box with the specified user.

  3. In the Action list box, click or type the action code for the note.

  4. In the Result list box, click or type the result code for the note.

  5. In the Comment box, leave the default comment or type a new comment regarding the note.

  6. To flag the note as private, select mark note as private.

  7. Click OK. WorkFlow Designer updates the Enter Note activity in the workflow.

Related Topics

Action Activities