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SELECT FROM THE MENU
BAR CONTACTS THEN SETUP THEN SETUP NOTES
SUBJECT
Note subjects specify
actions performed and categorize history notes for all contacts.
There are some
automatic history Note Subjects
created by the system that are used when certain tasks are
accomplished. The auto note subjects are created for Appointments, Call, Quotations,
Contact Entered, Contact
Modified, Email, Campaign
Call, Word Merge and Literature
Request. You will not
have to set them up in this screen.
Use the New
button to add a new Note Subject and the Edit
and Delete buttons to edit
and/or delete Note Subjects.
The system will warn you if you are deleting
a note subject that is used in a contact record.
If you edit a note subject, all contacts with that note subject
will be edited to the new note subject.
You do not have to create all your note
subjects now; you can add new note subjects at any time. |
