Overview
The Notes Tab (field descriptions below). Notes can be entered against a client, a client contact, or a project (descriptions below). See Notes chapter for further detail.
Note Types is a user-definable list. It is used to classify notes for better management. To maintain Note Types, go to List Management and select Note Types under User Lists.
Create New Note - New firms are entered on the New button on the toolbar.
Fields
| • | Notes Details Text Box - Enter message to be displayed here. |
Regarding
| • | Firm - Selects the firm for which the current note is intended. |
| • | Project - Selects the project that this note regards. |
Schedule Follow Up Activity - When checked, this sections becomes active. This gives the user the option of scheduling a follow-up activity. Type, Date, Time, and Duration are selected.
| • | Note Type (Dropdown) - Type of Note Posting. (Phone Call, Meeting, E-Mail, Appointment, Lunch, and Dinner are the choices). |
| • | Date - Date for scheduled follow-up activity. |
| • | Time - Time for which the follow-up activity is scheduled. |
| • | Duration - Duration of the scheduled follow-up activity. |
| • | Apply - Clicking on Apply posts the note in the Notes grid located at the bottom of the screen. |
| • | Cancel - Cancels the current note. |
Notes/History and My Notes Tabs - The Notes/History tab and My Notes tab are used for reviewing notes. The My Notes tab filters out all notes, unlike the Note/History tab, filters out all notes where the logged-in user is not the creator of the note.