Module: Marketing Applet: Notes |
|
Description: How to review a note.
There are two tabs for reviewing notes:
1) Notes/History Tab
2) My Notes Tab.
The only difference between the two is that the My Notes filter out all notes where the logged in user in not the creator of the note.
Like most other grids, the Notes grid can be sorted an filtered by any of the available columns.
Clicking on a row in the grid will fill out the note detail in the note header (above the grid). Modify the details and resave the note.
To remove a note, highlight it and then click Delete.
