Notes Tab

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Module:  Project Administration    

Applet:  Projects    

Tab:  Notes

 


Description: Notes can be entered against a project or a client’s contract or project. See Notes chapter for further detail.

Note Types are a user-definable list used to classify notes for better management. To maintain them, go to List Management and select Note Types under User Lists.

ProjAdm_NotesTab

Fields

Text Box - Enter message to be displayed here.
Schedule Follow-up Activity - When checked, this section will become active. This gives the user the option of scheduling a follow-up activity. Type, Date, Time, and Duration are selected.
Note Type (Drop Down) - Type of note posting. (Phone Call, Meeting, E-Mail, Appointment, Lunch, and Dinner are the choices)
Apply - Click on Apply to post the note in the Notes grid at the bottom of the screen.
Cancel - Cancels the current note.