What is a note?

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A note is a comment or remark that is saved as part of a record. You can use the options on the Notes tab to add information to a record that may not fit into the pre-defined fields on the entry form.

You can insert a timestamp to track when and who entered each note, or simply use the area as a text file to enter information as it suites you.

Notes tab

Contents

What is a note?
1. Adding notes
1. Changing a note entry
1. Viewing notes

Adding notes

1. Click the Notes tab.

Record and save a note. Most routines that have a Setup and Modify option will also have a Notes tab.

2. Click on the location to insert the note.

3. Click Add Timestamp.

The MM/DD/YYYY HH:MM - User ID displays in the Notes area.

4. Type in the notes.

The note is saved in the record.

Changing a note entry

1. Click the Notes tab.

Any user with access to the Setup/Modify routines can also edit the information saved on the Notes tab.

2. Click on the note.

3. Update the note.

The updated note is saved.

Viewing notes

When a record has notes attached to it, a notes icon displays in the Tool tray at the top of the form. Double-clicking the Notes icon in the Tool tray will display the note, or if more than one note exists, will display a list of existing notes. Selecting a note from the list will display the note contents for viewing.

Tool tray