Overview:

Notes or To Do items need a To Do type or a Note type selected to be entered. In this screen you can create these types against a specific table.

Tables that allow a Note or To Do item to be created against them are:

• Companies

• People

• Jobs

• Plant Items

• Jobs

• Job Invoices (used in Debt Management)

Screen Guide:

Open

• Table Name will control where this type is available:

  • Companies - Companies Notes tab, ToDo tab,

  • People - People Notes tab, ToDo Tab,

  • Jobs - Notes tab, ToDo tab,

  • Plant Items - Notes tab,

  • Job Invoices - Debt Management.

Open

Example of To Do Items and Notes in Person Record

• Description is a short text to describe and easily identify what the type is for.

• IsToDo, indicate if the type is for a ToDo item or for a Note. Ticked indicates is a ToDo item type and will appear on ToDo Items entries. Not ticked indicates is a Note type only.

• Bin can be selected to delete the record when saving.

Next Steps:

Create a Note or a To Do Item and view them from the Entity it was created or from Notes or To Do Items under Lists folder.