Editing Notes

Jump to navigation Jump to search

Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.

The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.

Latest revision Your text
Line 6: Line 6:
  
 
<span style="font-size: 36pt;">1</span>'''Journal Notes'''
 
<span style="font-size: 36pt;">1</span>'''Journal Notes'''
−
<br>'''Add User Note''' – Add a new journal note
+
<br>Add – Add a new journal note
−
<br>'''View User Notes''' – View all journal/user notes.
+
<br>View All – View all journal notes
−
<br>'''View All''' - This includes notes that are generated by various system events such as logging from a mobile device or other system type notes that are automatically generated.  These are never really added by users directly. Also, if your company has Auditing for SME,  users with permissions can see all the changes to the record they set to be audited.
+
<br>View System –These are notes generated by various system events such as logging from a mobile device or other system type notes that are automatically generated.  These are never really added by users directly.
 +
<br>View Audit – If your company has Auditing for SME,  users with permissions can select View Audit to see all the changes to the record they set to be audited.
 
   
 
   
 
<BR><span style="font-size: 36pt;">2</span>'''Legacy Notes'''
 
<BR><span style="font-size: 36pt;">2</span>'''Legacy Notes'''
 
<br>In this section you can view all notes entered in SME 7.0. You can enter notes using the previous note format here or start using the Journal Notes format.
 
<br>In this section you can view all notes entered in SME 7.0. You can enter notes using the previous note format here or start using the Journal Notes format.
−
 
−
 
−
== User/ Journal Notes ==
 
−
Journal Notes allows you to enter notes that can be tagged by “type” and locked in once submitted. Users can enter journal notes with a note type, subject, and body.  Once the notes are saved, they become permanent records.
 
−
 
−
<h3>Add Note Types</h3>
 
−
When adding a User/Journal note, you will be able to tage the note with a note type. You can then filter/sort your notes by the type of note. To add note types:
 
−
<br>1. Go to '''Setup''' > '''Company''' > '''Lists'''
 
−
<br>2. Click '''New''' in lower right corner
 
−
<br>3. In Code Editor window, enter the note type and click '''OK'''.
 
−
<br>[[File:AddNoteTypeForJournalNotes.png]]
 
−
 
−
<h3>Add a New User Note</h3>
 
−
<br>1. Click '''Notes''' > '''Add User Note'''.
 
−
<br>2. In the Journal Editor, select a '''Note Type'''.
 
−
<br>3. Type your note in the window.
 
−
<br>4. Click '''OK'''.
 
−
<br>[[File:AddUserNote.png]]
 
−
 
−
<br>Once a note is entered, it is saved and cannot be edited unless you have the Allow Journal Edits setting checked in Setup > Company > System
 
−
<br>[[File:Setup_AllowJournalEdits.png]]
 
−
 
−
<h3>View User Notes</h3>
 
−
You can view user notes on the Journal tab, click Notes > View User Notes, or Notes > View All
 
−
 
−
<br>Click the '''Journal''' tab and you will see a grid showing all the entries. You can filter and sort by each column. Double click on the note you want to read to open the note in a new window.
 
−
<br>[[File:JournalTab_ViewUserNotes.png]]
 
−
<br>Click either '''By Record''' or '''By Customer''' in upper right corner of tab to drive the notes showing on the tab.
 
−
<br>Journal notes entered in a service order, install order, invoice,etc for the customer will show on the Journal tab in the Customer record. When viewing notes on the Journal tab in service orders, invoices, and other records, choose if you want to view journal notes by record, or by customer. By customer will bring up all journal notes entered for that customer. The source column identifies where the note was entered.
 
−
 
−
<br>Click '''Notes''' > '''View User Notes''' and a window opens showing all user notes entered in that record. To view user notes for other records for the same customer, go to the Journal tab and click By Customer.
 
−
<br>[[File:ViewUserNotes.png]]
 
−
 
−
<br>Click '''Notes''' > '''View All''' and in the window that opens you will see all journal notes. Filter by '''User Notes''' in the '''Show only notes from''' field.
 
−
<br>[[File:ViewAllJournalNotes.png]]
 
−
 
−
 
−
<h3>Note Type drop down not showing all values</h3>
 
−
If you added a few custom note types and they aren't all showing in the drop down field, do the following.
 
−
<br>1. Click '''Help''' > '''Tech Support Utilities'''
 
−
<br>2. Enter '''833''' and click '''OK'''. Your user profile folder will open.
 
−
<br>3. Delete the '''Misc''' folder. This folder will be rebuild again automatically.
 
  
 
== Legacy Notes ==
 
== Legacy Notes ==
Line 62: Line 21:
 
*You can use the editor along with any of the editing buttons.
 
*You can use the editor along with any of the editing buttons.
 
*You can also copy and paste from other programs such as word, excel, and others.  Just select control-C for the information you want to copy for example in word. Then in SME notes select control-V to paste the information.  SME will retain formatting of the information copied.
 
*You can also copy and paste from other programs such as word, excel, and others.  Just select control-C for the information you want to copy for example in word. Then in SME notes select control-V to paste the information.  SME will retain formatting of the information copied.
−
* If you type the same notes a lot, you can setup [[Common Services]]
 
 
3. Click '''OK''' when you are finished editing or select cancel to cancel your entry.
 
3. Click '''OK''' when you are finished editing or select cancel to cancel your entry.
  
Line 77: Line 35:
 
<br>Notes entered in Customer> Legacy Notes> Sales Notes as updates entered on the customer - will update any service/install order that they are used on.
 
<br>Notes entered in Customer> Legacy Notes> Sales Notes as updates entered on the customer - will update any service/install order that they are used on.
 
<br>[[File:Legacy_SalesNotes.png]]
 
<br>[[File:Legacy_SalesNotes.png]]
 +
 +
 +
 +
== Journal Notes ==
 +
 +
Journal Notes allows you to enter notes that can be tagged by “type” and locked in once submitted. Users can enter journal notes with a note type, subject, and body.  Once the notes are saved, they become permanent records.
 +
 +
'''To add a new note:'''
 +
#      Click '''Notes''' > '''Add'''.
 +
#      In the Journal Editor, select a '''Note Type'''.
 +
#      Type your note in the window.
 +
#      Click '''OK'''.
 +
[[File:EnterJournalNote.jpg]]
 +
 +
Once a note is entered, it is saved and cannot be edited.
 +
 +
To view the note, click '''Notes''' > '''View All'''.
 +
 +
<br>[[File:ViewJournalNotes.jpg]]
 +
 +
Each note entry is tagged by note type, date and time.
 +
<br>[[File:JournalEditor.jpg]]

Please note that all contributions to High5Wiki may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see High5Wiki:Copyrights for details). Do not submit copyrighted work without permission!

Cancel Editing help (opens in new window)
Retrieved from "https://www.high5software.com//mediawiki/index.php?title=Notes"