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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:

  1. Click the search icon
  2. Specify your criteria:
    • Note Type
    • Status
    • Date Range
    • Users (Creator/Recipient)
    • Filter By
  3. 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:

  1. Select a note.
  2. Double-click to open the note.
  3. Make the appropriate edits.
  4. Click “Save” once complete.

Creating New Notes

To create a new note:

  1. Highlight a note to identify the appropriate account.
  2. Click the “New” button.
  3. Enter the note.
  4. Click “Save” once complete.

Exporting Notes

To export a note:

  1. Click the export icon
  2. A CSV file will be downloaded or you will be requested to define a location for the file.