Notes Usage

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.

Parent - Home

>> 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 - Home

>> 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."

Parent - Home