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Introduction

The Notes Management management panel enables entry of notes against any Notes for a record.

Navigating the Notes Management Panel

Creating a Note

To create a Note:

1. Select the Notes icon in the ribbon bar to open the Notes panel.

   

2. Click on Add Notes button from the right corner.

   

3. Within the Name field input subject of the note. It will be used to identify the nature of the note.

   

4. Within the Description field input the subject matter of the note.

   

5. Click Save button to save the note.

6. Click Close button to close the notes panel.

Editing a Note

To edit a note record observe below steps:

1. Open the record against which that the note Note was registered againstcreated for.

2. Select the Notes icon in the ribbon button to open the Notes panel.

   

   Search

3. the Notes name using horizontal scrollFind the relevant Note - scroll horizontally if needed.

   

4. Click on edit note button to open the recordthe Edit Note button.

   

5. Edit the particulars of the note which can include as follows:
   ✴ Update Name The Name or Description of the Note
   ✴ Update DescriptionOnce done, click on the Save button may be edited.

6. Click Save to update the Note details.

Deleting a Note

To delete a note record observe below steps:

1. Observe See steps 1 - 3 as outlined under the topic editing a noteto 3 above.

2. Click on delete note button automatically delete the note recordDelete Note.