Notes

Notes

Overview

Actions

Field Descriptions

Sub-panels/Related Information

Availability
  • Standard
  • Professional
  • Enterprise

Overview

You can create and view notes from the Notes module or from the History sub-panel of a record’s Detail View. Notes enable you to add comments on a subject and maintain a record of discussions pertaining to a call, meeting, or task. You can also attach supporting documents to a note.  Notes are different from tasks in that Notes do not have a due date.  

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Notes records.

To…

Then…

Create a Notes record

  1. Access the Notes Create form using one of the following:
    • Click Notes > Create Notes from the Navigation menu.
    • Click Notes on the Quick Create menu.
    • Click Create New on the Notes List View.
  2. Complete the Notes Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Notes

Click Notes > View Notes.
The Notes List View displays.

Display the details for a Note

Click the Note name in the Notes List View.
The Note Detail View displays.

Edit notes information

  1. Access the Notes Edit View by doing one of the following:
    • Click Edit in the Notes Detail View.
    • Click the edit icon (pencil) associated with the Note record in the Notes List View.
  2. Update the note information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Note records

  1. In the Notes List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single Note record by clicking Suppress on the Note Detail View.

Manage records in a sub-panel

See Manage related information in sub-panels.

Update information related to multiple Notes

  1. In the Notes List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate note information

Click Duplicate in the Notes Detail View. Duplication is a convenient way of creating a similar note. You can change and save the information in the duplicate record to create a new record.

Find and merge duplicate records

Follow the instructions in Merging duplicate records.

Import Notes records

  1. Click Notes > Import Notes from the Navigation menu.
  2. Follow the instructions in Importing data.

Export records

  1. In the Notes List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the record.

Related To

  1. Click the category from the dropdown.
  2. Click the record on the Popup List View (displays upon clicking the Selection arrow) or the list of records matching the character(s) you enter.

Subject*

Enter the subject of the note. This is a mandatory field.

Assigned to

By default, the record is assigned to the creator of the Note. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Activity Type

Click the category that best describes the note.

Note*

Enter the text of the note and format as required.

Attachment

Click Choose File to attach a document that is accessible to your computer, to navigate to the location of the file, and to select the file.
The filename displays.

Teams*

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the Note, click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.

Settings section

On Meeting Agenda

Click this checkbox to put this note on the next meeting agenda.

On Report Card

Click this checkbox to put this note on the client's report card.

Group

If the Notes is about the members of a group, this field will display the group.

Report Sort

Enter an alphanumeric character to customize filtering and reporting notes in custom reports.

Sub-panels/Related Information

Notes sub-panels include:

Account Histories

Accounts

Activities

Business Insurance

Cashflow

Contacts

Disability Insurance

Documents

Estate Documents

Final Arrangements

Firm Gifts

Gifting

Gift Tax Credits

Goals

Groups

Health Insurance

History

Homeowners Insurance

IPS

IRD

Life Insurance

Long Term Care Insurance

Medicare

Net Worth History

Vehicle Insurance

Wills

Pensions

Professionals

Projects

Questionnaires

Relatives

Retirement Projections

Reviews

Scoring

Service Team

Services

Social Security

Suitability

Tags

Tax Estimates

Tax Returns

Trusts

Umbrella Insurance

See also:

Activity Types

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