SedonaSetup                                Operations Setup Tables/Options

Note Type

 Purpose:

 Create a list of types of Notes that are entered on a Job or Vendor

 Prerequisites:

 None

 Required or Optional:

 Required if entering Notes on Jobs and/or Vendors

Note Types are used in two areas of the application; Jobs and Vendors.  When entering a new note, the Note Type is a required field; you must make a selection from a drop-down list to classify the type of note being entered.  You may create as many Note Types as needed.

Notes:  1) There are certain Note Types that are delivered with the software and are controlled by SedonaOffice.  These controlled Note Types may not be deleted or modified.

SedonaOffice controlled Note Types:

Customer, Install, Sales, and QuoteWerks

2)  If your company is using either the QuoteWerks or WeEstimate quoting software, you are able to map Notes from these applications into the Job Notes.

FRM 24328