Overview:

Provides a list of notes based on the filter conditions specified.

To use this module, an administrator will first need to set up new To Do Note Types, otherwise lines will not be able to be saved.

The list is accessible from

• Notes under Lists folder or

• Context limited list - for example the Notes tab in Company, Person, Job or Debt Management (in a Job Invoice).

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:

Open

Open

Note - Detail accessed from the list

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: