Notes

SME allows tracking of unlimited number of notes. This allows everyone in the company to track what is going on with the customer from a sales perspective, a customer support perspective, or just private notes on a record by record basis. Notes are everywhere within SME to allow excellent tracking of information.

To Add Notes entries:

• Select the notes button for the type of note you want to add.
• Select New Entry button in the bottom left corner. This will add a time and date stamp along with the user name at the top or whereever the cursor is located. This also puts the record into edit mode.
• 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.
• Select OK when you are finished editing or select cancel to cancel your entry.
• When the record is saved, the notes button will change color indicating that a note is present.

SME will allow editing of notes entries also.