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<< Click to Display Table of Contents >> CLNOTE Import Client Notes |
  
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CLNOTE Import Client Notes
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<< Click to Display Table of Contents >> CLNOTE Import Client Notes |
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Client notes can be imported from a .csv prepared text file.
Col 1 2 3 4 5 |
Name Client Date User ID Note Type Note |
Attributes U8 23/12/01 A10 U2 A550 |
Notes Valid client code as dd/mm/yy If blank, the User Id will become the User who runs the import. Valid code from the CLNTYP table. Do not include commas in this text |
For multiple Client notes the Date must be unique - cannot have notes with the same Date.