Notes

Introduction

The Notes management panel enables entry of 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 that the Note was created for.

2. Select the Notes button to open the Notes panel.

   

3. Find the relevant Note - scroll horizontally if needed.

   

4. Click the Edit Note button.

   

5. The Name or Description of the Note may be edited.

6. Click Save to update the Note.

Deleting a Note

To delete a note:

1. See steps 1 to 3 above.

2. Click Delete Note.