(This page is under construction, click here to see legacy documentation.)

(Video)

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:

If required, the list is user filterable 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

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