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Latitude Help
Require Note on Account Permission
Use the Require Note on Account permission to specify whether your organization requires the user to add a note to accounts before moving to another account in the Collector queue.
Location
In the Navigation pane, click Applications > Liquid Latitude > Account Actions > Require Note on Account.
Scope
This permission is available for all scopes.
Policy
The policy allows you to specify whether users must add notes containing action or result codes that meet specific criteria before moving to the next account in the Collector queue. Enable the permission for a scope and then specify the settings.
Require a note with an action or result code that is considered as worked: If selected, the user cannot continue in the queue until adding a note with an action or result code signifying a worked account.
Require a note with an action code that is considered as attempted: If selected, the user cannot continue in the queue until adding a note with an action code signifying an attempted contact.