Notes

Type:    Form
Description: Provides access to note codes information and modification options.
Items:


Notes Code Search

Includes search criteria to locate note codes.
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Find
Executes search based on predefined criteria.
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Clear
Clears any selected criteria - resets the form to its original state.
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Code
Search criteria to locate note code by its unique code.
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Create Date
Search criteria to locate note codes within the certain date range.
Either beginning or end date is necessary.
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Name
Search criteria to locate note code with a specific name by entering either full name or partial name.
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Active
Search criteria to locate note codes by activity status.
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All
Default value.
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Yes
Indicates whether the status of the note code in the system is active.
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No
Indicates whether the status of the note code in the system is not active.

Note Codes List

Includes note codes found based on the search criteria specified.
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Code
Identifier of the object used for references; auto-incremented integer value.

References: Note Code.Id
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Name
Name of the note within the system.

References: Note Code.Name
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Active
Indicates whether the record is active in the system.

References: Note Code.Is Active
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Edit
Allows to review and edit the selected note code.
Opens Form: New Note Code
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New
Allows to create a new note code.
Opens Form: New Note Code

New Note Code

Includes various settings for creation of a new note code.
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Save
Saves all changes on the form.
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Close
Closes the form without saving any changes.

General

Includes general information about created note code.
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Merchant/Account
Code of Merchant Account to which instance of this object is attributed to.
Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code.
The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database.

References: Note Code.Merchant Account Code
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Create Date
Date when the record was created.

References: Note Code.Create Date
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Active
Indicates whether the record is active in the system.

References: Note Code.Is Active

Note Code

Includes various note code creation options.
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Code
Identifier of the object used for references; auto-incremented integer value.

References: Note Code.Id
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Name
Name of the note within the system.

References: Note Code.Name