Difference between revisions of "Notes Usage"
Paul Chapman (talk | contribs) |
Paul Chapman (talk | contribs) |
||
| Line 35: | Line 35: | ||
*<span style="color:#2E5894">The added document will appear as a link under the note text in the editing browser (this can be opened with click). | *<span style="color:#2E5894">The added document will appear as a link under the note text in the editing browser (this can be opened with click). | ||
*<span style="color:#2E5894">Click the '''Save''' button. | *<span style="color:#2E5894">Click the '''Save''' button. | ||
| + | |||
<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." | ||
| Line 41: | Line 42: | ||
[[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]] | [[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]] | ||
| − | |||
===Deleting Notes=== | ===Deleting Notes=== | ||
Latest revision as of 12:22, 4 October 2013
Using Notes and Documents
Viewing a Note
>> 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.
Parent - Configuring Ellserve - Home
Creating a Note
>> 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."
Parent - Configuring Ellserve - Home
Editing a Note: Linking to a Document
>> 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 open a pop-up document browser.
- Highlight the required document with a click.
- Click on Add to Note in the action panel and close the document browser.
- The added document will appear as a link under the note text in the editing browser (this can be opened with click).
- 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."
Parent - Configuring Ellserve - Home
Deleting Notes
>> To delete one or more notes:
- Navigate to the note browsing panel.
- Select the note/s to be deleted using the check box to the right of the note description.
- Click the Delete File button to open a pop-up box to confirm the delete.
TIP: Remember the note will be deleted from all accounts accessible under the current filter. Make sure the filter is set to a single account if the note is to be deleted from only that account."
Parent - Configuring Ellserve - Home
Finding Other Accounts with the Same Note
>> To find which other accounts use the same note:
- Navigate to the note browsing panel.
- Click on the note of interest to open the viewing panel.
- All account linked to the note are listed at the foot of the panel.