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Excerpt
Note Types are used to separate notes by function and/or purpose. For example, there may be different types of notes you want to put on a Sales transaction like an Internal note, a note you want to print on the Invoice, and a note you want to print on the Pick Sheet. Note Types allow you to separate and organize these.

Integration Mode identifies how often the Integration records are pushed out or pulled in for records that hit the 'Integration Trigger'. 

For records that integrated, the Integration Triggers include:

  • On Job (for Inbound Integrations only) - Pull in records on a scheduled job 
  • On Login (for Inbound Integrations only) - Process the integration whenever someone logs into the system
  • On Receipt of Record (for Inbound Integrations only) - Process the integration whenever new records show up in the queue. 
  • On Ready to Post (for Outbound Integrations only) - Process the integration whenever an integrated transaction is saved with a Status of Ready to Post
  • On Save (for Outbound Integrations only) - Process the integration whenever an integrated record is saved.

Integration Modes include:

  • None - There is no integration in use
  • Immediate - Replicate real-time integration 
  • Timed - Integrate records on a scheduled job