Notes
Overview
Notes can be added to most modules and transactions.
You may type any information in the notes.
Reminders are explained on Reminders.
Transactions
- From a transaction, you can click the Note icon to create notes and to display all the notes in the same transaction flow. A transaction flow refers to all the transactions that were copied from each other (e.g. Quotation > Sales Order > Delivery Note > Customer Invoice).
- Once a note is opened, you can check the box next to Linked to Company to view all the notes relating to the customer or supplier including those on transactions, and on the service manager.
- When notes are opened on the right-side panel, a list of attachments appears below the notes.
- A right-click context menu lets you Edit or Delete the notes and attachments.
- Transactions also have a note block below the reference. You can type additional information about the transaction in that block. That note does not appear other than on the transaction and on the list of transactions. (In List View the column named Note, is hidden by default.)
Service Manager
- Responses in the service manager are recorded as notes.
- If the radio button next to Company is selected, all the notes generated for the customer or supplier appear in the Responses section.
Customers and Suppliers
A note field on the header lets you enter a note that always appears when the customer or supplier record is opened.
Status Bars
- The field on the colour-coded status bar, next to the dropdown list of Statuses, is for a note to be entered. These notes are not part of the general notes.
- For example, Status Bar notes can be used to leave a message for the person that must approve the ticket or transaction.
- When viewing a list of transactions, the field Status Note can be added to include the status-bar notes.
Notes Panel Explained
Info
The panel opens from the Note icon on a transaction and shows the notes and attachments of the transaction flow. The transaction number appears at the top.
Notes Panel Buttons Explained
| Button | Description |
|---|---|
| Add | Opens a menu to add an activity or an attachment:
|
Notes Panel Filters Explained
| Filter | Description |
|---|---|
| Linked to Company | Select to show all the notes of the customer or supplier, not only those of the transaction flow. |
| Expand | Select to show each note in full. Clear to show a preview of the first 250 characters. |
Notes Panel Fields Explained
| Field | Description |
|---|---|
| Notes | The activities, with their type, date, user and note. |
| Attachments | The attachments linked to the transaction. |
| Menu (...) | Right-click a note or attachment for these options:
|
Note Editor Buttons Explained
| Button | Description |
|---|---|
| Format | Tidies the note: removes HTML tags, blank lines and double spaces (useful after pasting from an email). |
| Save | Saves the note. |
| Cancel | Closes the editor without saving. |