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Home > Other Add-ons > Smart Notes > Smart Notes > Editing an existing Smart Note > Name and Option

Name and Option

Home > Other Add-ons > Smart Notes > Smart Notes > Editing an existing Smart Note > Name and Option

Name and Option

This section of the Edit Smart Notes form holds these values:

Name
The name of the Smart Note.

Status
This is the status of the rule. You can mark the status as Active or IN-Active by toggling the check mark in this option.


Expires
Enter the date you would like this rule to expire. If the rule nerve expires please leave this value blank.

Applies To
What view in ACT does this note apply to: It can be either Contacts, Companies. Groups or Opportunities.


See also



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Article ID:
smart_notes_name_and_options
Views: 121
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 3/24/2014 12:31 PM
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