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

1. In the Reference Panel navigation bar, click Available Panels and then click Notes.

2. 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.

3. Complete the information and then click Add Note.

Related Topics

Action and Result Codes

Notes

Create Notes Permission

Create Private Notes Permission