Overview:

Provides a list of notes based on the filter conditions specified. The list is accessible from

• Notes under Lists folder or

• Context limited list - for example the Notes tab in Company, Person or Job

Notes can only be created within their contexts, whereas the list provides a centralised cross-context entry for viewing or updating the items.

Screen Guide:

The screen opens with all the existing Notes ordered by Date (oldest first).

If required, the list can be filtered on one or more criteria, for example:

• Description - starts with, like, =, ≠, is one of

• Created Date - ≥, =, ≤, between

• Entity - =, is one of

• Entity Description - starts with, like, =, ≠, is one of

• Description is a brief title for the note and more details can be added when editing it.

• Note Type: this are custom types that represent the type of note. These can be added from To Do Note Types.

• Created By: the name of the user that created. If the user becomes inactive, this will be indicated next to their name.

• Created Date

• Entity is the table this note has been created against. For example, if the item was created in a Job, you will be able to see it from Jobs Details as well as from this list screen.

• Entity Description is the name of the entity this note was created for.

Next Steps: