Configure Closure Notes Group

Requires authority permission Setup: Closure Notes to configure. Review Closure Notes Field Description topics for field definitions and limitations.

To configure a Closure Notes Group in the Organization section of the Setup area:

  1. Click Closure Notes.
  2. Click Add Group.
  3. Name the Group.
  4. Enter an abbreviation for this Closure Note Group.
  5. Enter a description for this Closure Note Group.
  6. Click Save.
  7. Select the Closure Note Group, and go to the Notes pane to the right.
  8. Click Add Note.
  9. Type the note, description, or reason in Name. Max: 255 Characters.
  10. Enter an abbreviation.
  11. Click Save.

Go to the Closure Notes section of the desired Unit in the Organizational structure and further define whether or not this Closure Note Group is required, select the check box Allow Closure Notes Group to enable predefined closure notes, then select this Closure Note Group and click Save.

Parent topic: Setup Organization