Notes Group
A notes group: a code and a name.
What it is for
A reference list. In the standard configuration no other screen picks a notes group.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Notes Group | The short code. | Cannot be changed once saved |
| Name | The name. | A clear name |
How to configure it
There is nothing to configure beyond the fields above. Which fields are shown, required or hidden can be changed per company by the consultant in the screen configuration.
Scenarios
- Nobody asks for it. Leave it empty.
What it is connected to
- Item Notes Setup - standard notes by partner and item
If something looks wrong
- "... can not be empty" on Save. The code is missing. Type a code.
- "... already exists" on Save. Another notes group already uses this code.