Notes Window
In most Apptricity applications, Notes can be added by clicking the Notes icon. You can also click the File Folder icon next to each line item to add a note about the line item. After you save the note, the icon changes to the regular file folder icon. The following is an example of the Notes window.
Note: Fields with bold text on the screen are required. All other fields are optional.
The following table defines the components on the Notes window.
|
Component |
Description |
|---|---|
|
Add a New Note button |
Allows you to add a note to the record. |
|
Show Only These Notes Types list |
Allows you to choose to see System notes or User notes. |
|
Date column |
Displays the date the note was created. |
|
Note Type column |
Displays whether the note is a system-generated note or a note entered by a user. |
|
Entered By column |
Displays the name of the user who entered the note. |
|
Entry column |
Displays created if the note is the original note and displays saved next to the updates to the note. |
|
Save button |
Saves the note. |
|
Cancel button |
Cancels the add note action. |
|
Close button |
Closes the Notes window. |