Did you know that notes in Infor10 Distribution Express (FACTS) can be segregated into categories for better organization, easier retrieval and inquiry? Security can also be applied to note categories to provide greater control over who can create, edit, view and delete the notes within the category.

A good example is customer notes. Categories could be established for General customer notes, Sales Related customer notes, Collection customer notes, Delivery Instruction customer notes, etc. Security could then be applied to Sales Related and Collection notes for instance, so that only certain people in the organization could view those categories of notes. Another subset of users could be assigned the ability to add, edit or delete those same categories of notes.

The first step in setting up note categories is to establish one or more note administrators. This is controlled in the SM Security System/User FM. Make sure the box for “Notes” is checked on the Security tab under Administrator Privileges.

This will permit this user to administer note functions from any notes screen in FACTS. Probably only a limited number of users should have this privilege.

Next, go to the Notes function where you want to create the categories. In this example, Customer notes can be accessed from a variety of programs that maintain or inquire on Customer related records such as Customer F/M or Customer Inquiry.

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