Page 17 - Unanet AE: Setting Up Projects

Below are field descriptions for the Notes tab.

Note Details

• Comment - Body of the Note
• Note Type - Type of Note Posting (ex. Phone Call, Meeting, E-Mail, Appointment,
Lunch, and Dinner are the choices). A User Defined Field. The Note Type list is
managed under Administration > List Management > Note Types.

Add a follow-up Activity?
• Add - Create a follow-up activity that appears on the Activity Calendar.
• Require Complete - When checked, the follow-up activity shows up on the
Activity calendar until it is marked complete.
• Type - Type of Activity. A User Defined Field. The Activity Type list is managed
under Administration > List Management > Activity Types.
• Date - Date of follow-up Activity.
• Time - Time of follow-up Activity.
• Duration - Duration of follow-up Activity.

Existing Notes

• Notes associated with the contacts, firms, or projects that have been created.
Double-click on them to bring into focus.

Payments
Below are field descriptions for the Payments tab.

Payment Settings

• Use Custom Settings check box
• Allow Credit Card Payment
• Allow Bank Payment
• Allow Partial Payment
• Include Invoice Attachment
• Include all Invoice Documents
• Separate Emails per Recipient
• Send Reminder Emails
• Activate Credit Card Fee
• Credit Card Fee Label
• Days after Invoice to Apply
• Fee Percentage
• Email Recipients
• Reminder Days
• Additional Document Folders (Types)

Lesson 1: Project Tabs ©2023 Unanet. All rights reserved. 17