Setting up a note category

  1. Select System Administrator > Setup > Table Code Value.
  2. Specify Note Category in the Table List, and then click Search.
  3. Click New.
  4. Specify the note category, and optionally, a description of the category.
  5. Click Save.
  6. Clear Restricted if the category is not restricted.
  7. Click Save.
If the category is restricted, grant users access to the restricted categories in SA Operator Setup.
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