MAINT NOTES Control Maintenance Records

The following control maintenance records belong to the NOTES area within the MAINT (Maintenance) category.

User Defined Call Tracking Notes

Enter categories that users can access when entering notes in Call Tracking Entry. ClosedMore:

Options

Any free-form text to define up to 20 categories.

Outcome of setting this control record

When you use the File >Notes option in a tracker, the note categories defined in this record display.

Default Value(s)

Blank

Example(s)

Billing Notes

Action if set to Null

If there are no categories defined, users are not prompted to select a category when they select File > Notes in a tracker. They can enter a note without the category assignment.

Additional Information

None

User Defined Customer Notes

Enter categories that users can access when entering user-defined notes in Customer Maintenance. ClosedMore:

Options

Any free-form text for up to 20 categories.

Outcome of setting this control record

When you use the Additional > Customer Notes option in Customer Maintenance, the categories entered in this record are available to select from to help categorize notes attached to the record.

Default Value(s)

Blank

Example(s)

Credit Notes

Action if set to Null

No categories are available to group notes in Customer Maintenance.

Additional Information

Note categories are assigned at the system level and cannot be set on a customer-by-customer basis.

User Defined Product Notes

Enter categories that users can access when entering user-defined notes in Product Maintenance. ClosedMore:

Options

Any free-form text for up to 20 categories.

Outcome of setting this control record

When you use the Notes > Product Notes option in Product Maintenance, the categories entered in this record are available to select from to help categorize notes attached to the record.

Default Value(s)

Blank

Example(s)

Technical Specs

Action if set to Null

No categories are available to group notes in Product Maintenance.

Additional Information

Note categories are assigned at the system level and cannot be set on a product-by-product basis.

User Defined Vendor Notes

Enter categories that users can access when entering user-defined notes in Vendor Maintenance. For example, Return Requirements. ClosedMore:

Options

Any free-form text for up to 20 categories.

Outcome of setting this control record

When you use the Additional > Vendor Notes option in Vendor Maintenance, the categories entered in this record are available to select from to help categorize notes attached to the record.

Default Value(s)

Blank

Example(s)

Return Requirements

Action if set to Null

No categories are available to group notes in Vendor Maintenance.

Additional Information

Note categories are assigned at the system level and cannot be set on a vendor-by-vendor basis.