This page outlines the process of creating and managing Notes associated with the records in Brevity.
These are the topics on this page:
Introduction
The Brevity Notes Management Panel enables to register the particulars of notes against any record.
Navigating the Notes Management Panel
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Creating a Note
To create a meeting communication record observe the follow below steps:
Select the Notes icon in the ribbon bar to open the Notes panel.
Click on Add Notes button from the right corner.
Within the Name field input name of note. It will be used for identification purpose.
Within the Description field input content of the note.
Click Save button to save the note.
Click Close button to close the notes panel.
Editing a Note
To edit a note record observe below steps:
Open the record against which the note was registered against.
Select the Notes icon in the ribbon to open the Notes panel.
Search the Notes name using horizontal scroll.
Click on edit note button to open the record.
Edit the particulars of the note which can include as follows:
✴Update Name of the Note
✴Update DescriptionOnce done, click on the Save button to update the Note details.
Deleting a Note
To delete a meeting communication record observe below steps:
Observe steps 1 - 3 as outlined under the topic editing a note.
Click on delete note button automatically delete the note record.
