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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.
    • Different kinds of details:
      • Info
      • Sales
      • Action request
      • Ready
      • Calls for action later
      • Case no progress
      • Calendar note
  • 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.

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