Notes Tab

 
Use the Notes Tab to store rich text comments related to records.
 
Notes Tab
1

Notes Tab Toolbar

1. Notes Tab Toolbar
Table Toolbar Section
  • Edit Button - Highlight one line in the table and then click this button to open the Note Editor Dialog with the note loaded.
  • Add Button - Clicking this button opens a new empty note in the Note Editor Dialog.
2

Notes Tab Table

2. Notes Tab Table
 
  • Line # Field
  • Description Field - This field cannot be edited in the table but it can be directed in the  Note Editor Dialog.
  • Created By Field - Read only
  • Created Date Field - Read only
  • Edited By Field - Read only
  • Edited Date Field - Read only
3

Notes Tab Preview

3. Notes Tab Preview