.Enterprise Edition uses data stored in the Acct Note Category reference file area to indicate the type of any account summary notes that are entered. Any entries that are saved on this screen will be used to populate the options in the Note Category menu in Accounts | Account Summary | Notes.
To add a new account note category (other than the default note categories):
1. Click .
2. Enter the Code that will be used to indicate the new note category (10 character maximum).
3. Enter the category Description.
4. Set the LOB for the category.
5. Check the Active box to activate the category for use in Account Summary.
6. Click Save.
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Users are not able to use the Delete button for entries in the Account Note Category grid if they are tied to any existing notes. After a category has been enabled, but is no longer used, users will be able to set a note category as "inactive" by deselecting the Active checkbox. |
