Notes Everywhere Window Definitions
In the Note Setup Dialog Box
Notes Everywhere works with Campaign Manager. You set up note codes and emails in this dialog box. You access this window from the Master Menu. Click Databases, select Notes, then click Notes Setup. Click Codes then select Add Codes or type Ctrl + A. For more information, see Setting Up Notes Everywhere.
Click each box below for more information.
To Primary Salesperson/Contact Type
Include Text of Note/Attachments
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