An administrator can set up Note Type records to reference the available Van Line Codes that are supported by UniGroup Memo Pad.

 

Defining Memo Pad supported Note Types

1.   In Mover’s Suite Administration,

2.   Open the MMS > General > NoteType setup,

Figure 1: Note Type setup within Mover’s Suite Administration

3.   Click in the Note Type column in the row entitled “Click here to add a new row”,

4.   Enter a Note Type description.  This is what will appear for the user to select from within the application when adding Notes,

TIP:  Optionally include the Van Line Code within the description for quick identification by users accessing the Add Note dialog, e.g. “AGTF-File Documents…” for the AGTF Van Line Code.

5.   Enter a valid Van Line Code from the table listed within the Valid Note Codes for Memo Pad Uploads section in all uppercase letters.  The application will not recognize the code unless it is correctly spelled and in uppercase,

6.   Skip the Is Default Type setting by pressing they TAB key.  This field is only used to indicate which records are default records supplied by Mover’s Suite,

7.   Use the Tab key to navigate through the end of the record.  This will save all changes made,

8.   Repeat Steps 3 to 7 to define other Note Type records to be valid for UniGroup Memo Pad.

 

The established Note Type records will be available within the Type field of the Add Note dialog.