Changes

Template:March2024Upgrade

85 bytes added, 23 February
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Added the ability to automatically auto-populate the subject '''Subject''' field in notes when they are created creating '''Notes''' using the autoloader. To utilize use this new mapping optionfeature, set up an autoloader with the record type of '''Record Type''' set to "Company", "People", or choose a UTA and the desired level. ThenUnder the '''Item''' field, select "Notes" for the "Item", and navigate . Navigate to the "'''File Layout" ''' tab. Under and under the "Column Mapping"section, choose the field type of select "Note - Subject"as a Field. Subject Line for  If you want to add subject lines to your '''Notes ''', this can be enabled at GLobal by going to '''Global Settings ''' > '''System ''' tab> Toggle on '''Enable Subject Line for Notes'''.
<!-- 151324 - Add subject Field to Autoloader -->
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