All Notes
All Notes empowers the user to view all Notes & To Do’s in one view and edit / create New notes without having to go from account to account. Users must have permission to perform all functions on this page.
FIGURE 1. All Notes
Searching for Notes
To search for a note:
- Click the search icon
- Specify your criteria:
- Note Type
- Status
- Date Range
- Users (Creator/Recipient)
- Filter By
- Click “Search” once complete.
Previewing Notes
Preview Notes by highlighting the note and viewing the preview in “Note Preview” section.
Editing Notes
To edit a note:
- Select a note.
- Double-click to open the note.
- Make the appropriate edits.
- Click “Save” once complete.
Creating New Notes
To create a new note:
- Highlight a note to identify the appropriate account.
- Click the “New” button.
- Enter the note.
- Click “Save” once complete.
Exporting Notes
To export a note:
- Click the export icon
- A CSV file will be downloaded or you will be requested to define a location for the file.