Creating Standard Notes and Product Notes

This topic discusses how to create standard notes and product notes.

Page Name	Definition Name	Usage
Standard Notes Page	STD_NOTE	Create a standard note.
Product Notes Page	PROD_NOTE	Create product notes.

Use the Standard Notes page (STD_NOTE) to create a standard note.

Navigation

select Set Up CRM, then select Common Definitions, then select Notes, then select Standard Notes, then select Standard Notes

Image: Standard Notes page

This example illustrates the fields and controls on the Standard Notes page.

Field or Control	Definition
Text	Enter up to 256 characters of text. You can modify the text, but you cannot have more than one entry.
Search Key Words	Enter keywords to select notes for reporting.
Print On Document	Not applicable to standard notes.

Use the Product Notes page (PROD_NOTE) to create product notes.

Navigation

select Products CRM, then select Product Notes, then select Product Notes

Image: Product Notes page

This example illustrates the fields and controls on the Product Notes page.

Field or Control	Definition
Search Key Words	Enter keywords to select notes for reporting.
Print On Documents	Not applicable for product notes.

Pages Used to Create Standard Notes and Product Notes