[Notes] – Button

Notes pop-up window in the Define Tasks screen

The above screenshot shows the Notes pop-up window that is displayed when the [Notes] button is clicked. In the Note Details section, the fields displayed for each note are for display only. 

The ‘Closed’ checkbox indicates if the note’s status is closed or open. The closed status can have different meanings for different companies. One meaning, for instance, is that the note is no longer current.

To edit or view a note, click the corresponding pencil icon. To permanently delete a note, click the corresponding delete icon (“X”).

A note’s subject line will appear, system wide, if it is enabled by the checkbox, ‘Subject Line Appears In Notes Entry’.  The checkbox is found on the General tab of the System Options screen (standard Treeview path: System > Setup > System Options – General tab).

Notes are added using the Add Note section. Enter the note’s subject line (if enabled in System Options), and enter the note into the note’s text area. The ‘Closed’ checkbox is available if the note’s entry is belated and no longer current, but could still be helpful. Once the note’s information has been entered, click the [Add] button to save and add the note. The note will be displayed in the Note Details section.

Click the [OK] button to close the window, but keep in mind that this will not save the note. To save the note, the [Add] button must be used.