Create a Diary Note
Purpose
A Diary Note is a Memo Communication used to record notes about a client or account
They are typically used to:
- Record details of a conversation with a client
- Enter a task for a follow up date
Timing
A Diary Note can be added at any time
Access
- From the
on the Client dialog
- Accounts Details |
|
- Quote Details |
Process
[F2] to select the Communication Type - This is usually 'DN: Diary Note'
The ADD Communication Details dialog will open
Field | Explanation |
Date | Defaults to Today Date |
| Communication Note | Enter details of the diary note |
Print/Transport Date | Defaults to Todays Date |
Completed Date | Defaults to Todays Date [F6] to delete if a Next Action Date is to be entered |
Next Action Date | Enter the Date that follow up is required Leave blank if no follow up action is required |
Priority | Can be selected as High or Normal |
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