This page explains how to create and manage Notes for different types of records.
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 entry of Notes for a 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 Notenote 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 subject of the note. It will be used to identify the nature of the note.
Within the Description field input the subject matter 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 that against which the Note note was created forregistered against.
Select the Notes button icon in the ribbon to open the Notes panel.
Find
the relevant Note - scroll horizontally if neededSearch the Notes name using horizontal scroll.
Click the Edit Note buttonon edit note button to open the record.
The Name or Description of the Note may be edited.
Click Save 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 note record observe below steps:
See Observe steps 1 to 3 above- 3 as outlined under the topic editing a note.
Click Delete Noteon delete note button automatically delete the note record.
