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Comment types

Comment types

With this option, the user can set Comment Types in the Code and Description ranges, which will be inserted into the created notes to identify the type of note (e.g.: phone call).

The note type can be selected in notes created for customer, vendor, and financing contracts.

Field:

  • Code

    • The user manually enters the code to indicate the note type

  • Description

    • The user manually enters a description for the note type