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- Note subject
- The subject of the detail.
- The type of the detail
What kind of detail is in question.
Info The type defines what kind of information the detail can include. For example it is possible to add an alarm to a Calendar note and various billing information to a Sales detail.
- Description
- The note that needs to be remembered.
- Assignee
Who is responsible that the details information is handled properly.
Info Is visible only if the detail type is set to Action request, Calls for action later, Case no progress or Calendar note.
- Alerts
- When the next alert takes place. Alert means that an e-mail is send to the assignees.
- Attached files
- It is possible to attach files to the detail here.
- Notifications to the creator
- If this is checked the creator gets a notification if the detail is altered.
When the information of the new detail has been set you must set a customer that the detail belongs to. A customer can be added by writing the customer's name to the field "Official name of customer" and selecting the right customer from the list that appears. "Save changes"-button saves the changes that have been made.
The added detail can be searched with the page's search feature.