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<span style="font-size: 36pt;">1</span>'''Journal Notes''' | <span style="font-size: 36pt;">1</span>'''Journal Notes''' | ||
− | <br>'''Add | + | <br>'''Add''' – Add a new journal note |
− | <br>'''View | + | <br>'''View All''' – View all journal notes |
− | <br>'''View | + | <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''' | ||
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− | == | + | == 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. | 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'''. (Enter new Note Types in Setup > Company > Lists > Note Type) | |
− | + | # Type your note in the window. | |
− | + | # Click '''OK'''. | |
− | + | [[File:EnterJournalNote.jpg]] | |
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− | + | Once a note is entered, it is saved and cannot be edited. | |
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− | + | To view the note, click '''Notes''' > '''View All'''. | |
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− | <br> | + | <br>[[File:ViewJournalNotes.jpg]] |
− | <br>[[File: | + | Each note entry is tagged by note type, date and time. |
− | + | <br>[[File:JournalEditor.jpg]] | |
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+ | <br>You can also view the note history on the Journal tab. Double click on the note you want to read to open the journal note in a new window. | ||
+ | <br>[[File:JournalTab.png]] | ||
<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>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. | ||
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== Legacy Notes == | == Legacy Notes == |