Notes

Introduction

The Notes Management panel enables entry of notes against any 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 the note was registered against.

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

   

3. Search the Notes name using horizontal scroll.

   

4. Click on edit note button to open the record.

   

5. Edit the particulars of the note which can include as follows:
   ✴ Update Name of the Note
   ✴ Update Description

6. Once done, click on the Save button to update the Note details.

Deleting a Note

To delete a note record observe below steps:

1. Observe steps 1 - 3 as outlined under the topic editing a note.

2. Click on delete note button automatically delete the note record.