Difference between revisions of "Notes Usage"
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<span style="color: Red">'''TIP:''' Remember the saved note will be attached to all accounts accessible under the current [[Filtering Functions|filter]]. Make sure the filter is set to a single account if the note is only relevant to that account." | <span style="color: Red">'''TIP:''' Remember the saved note will be attached to all accounts accessible under the current [[Filtering Functions|filter]]. Make sure the filter is set to a single account if the note is only relevant to that account." | ||
| − | [[File: | + | [[File:AttachDoc.png|Center|1000px|Frame|Attaching a document]] |
[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]] | [[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]] | ||
Revision as of 08:53, 4 October 2013
Using Notes and Documents
>> To view a note:
- Navigate to the notes panel in the notes control.
- Sort the list of available notes by date and type.
- Click the note of interest - this will open the note viewing panel.
>> To add a new note:
- Use the filter to define a set of accounts to be associated with the new note (in the example below all electricity accounts have been selected).
- Navigate to the notes panel in the notes control.
- Click on the New button to switch to a blank editing panel.
- Click the note of interest to open the note in the viewing panel.
- Add a title, select the message type, and if required a reference for internal use in the fields provided.
- Enter the text of the note, and click the Save button.
TIP: Remember the saved note will be attached to all accounts accessible under the current filter. Make sure the filter is set to a single account if the note is only relevant to that account."
>> Editing a note and adding a document:
- Use the browsing panel to find the note to be edited.
- Change text fields as required in the editing panel.
- Click on the Add File button to switch to a blank editing panel.
- Click the note of interest to open the note in the viewing panel.
- Add a title, select the message type, and if required a reference for internal use in the fields provided.
- Enter the text of the note, and click the Save button.
TIP: Remember the saved note will be attached to all accounts accessible under the current filter. Make sure the filter is set to a single account if the note is only relevant to that account."
