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Note Page (List)

The Note page shows all notes linked to a record. The following table describes what you can do from the Note page:

To do this

Follow these steps

Create a note

In the Notes title bar, click the Note button. On the Note Edit page, complete the required information and save the record.

Delete a note

Click the Del link in the row of the record you want to delete. You can restore deleted items up to 30 days after deletion.

Find a note

Click the Subject column header to sort the data. Then click a letter in the Alpha bar. For notes beginning with numbers, click 0-9.

Page through the list

Click the Previous or Next links.

Show more/fewer records

In the Number of records displayed drop-down list at the bottom of the page, select a number of records to see at one time.

Update a note

Click the Edit link in the row of the record you want to update. On the Note Edit page, update the information and save the record. You can also edit the fields that are displayed on the Notes page inline.

View note details

Click the Edit link in the row of the record you want to update. On the Note Edit page, review the note details.

 


Published 05/11/2007