Notes Everywhere Basic Procedures
Adding Notes
You can add notes in several places. You can repeat the following steps in other windows to add notes. For example, to add vendor notes, open the Vendor window and add the vendor notes. In this example, we are adding notes in the Customer window using the Notes Everywhere Monitor and Manager windows. You can also add notes in the Notes Everywhere Note Codes window.
Go to the Customer window and select the customer for whom to create notes.
If the Customer Notes window is not open, go to the Master Menu. Click Databases, select Notes, and click Open Monitor (or type Ctrl + M). The Notes Everywhere Monitor window opens.
Note: If you have campaigns set up for Campaign Manager, these display first in the Notes Everywhere Monitor window. Campaigns are displayed with a light blue background.
To add a note, click 
. (You can also highlight a note, right-click and select New or type Ctrl + N.) The Customer Notes window opens. When creating a note in this window, you can cut and paste text as you normally would. You can also use the Find feature as you normally would.
Click the down arrow in the Priority box and select the priority for this note. You can select a number 1-5, with 1 being the highest priority.
Click the down arrow in the Code box and select the code to use for this note. (This is the note code you created in the Note Setup dialog box.) For example, for this note you select the customer note setup code.
The Type box is for display only. This box contains the type of note, Invoice, for example.
The Reference box is for display only. For example, if the type is Invoice, this box displays the invoice number.
In the Loc box, enter the location.
The Who box is for display only. This box displays the order-writer number used at login.
Click the Subject box and enter the subject for this note.
Click the large Text box (below the Subject box) and enter the text of this note.
The toolbar at the top of the dialog box has icons for cutting, pasting, and copying text. You can also click 
to select all text.
You can also select font and font size or search for text by clicking 
.
To mark this note as private, click 
. If you entered a password in the Restricted Note Fields parameters text box, you are prompted to enter that password to mark this note as private. For information on viewing private notes, go to Viewing Private Notes.
When you finish, click Save.
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