Notes Everywhere Basic Procedures
Adding to Existing Notes
You can add to existing notes in several places. You can repeat the following steps in other windows to add to notes. For example, to add to vendor notes, open the Vendor window and add the vendor notes. In this example, we are adding on to notes in the Customer window using the Notes Everywhere Monitor and Manager windows. You can also add on to notes in the Notes Everywhere Note Codes window.
You cannot modify existing notes; only add to them. When adding to a note, you can perform all the same functions as when you create a new note. For example, you can mark the note as private or copy and paste text.
Go to the Customer window and select the customer for whom to add to 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.
Highlight the note to which to add text and click 
. (You can also highlight a note, right-click and select Add-On or type Ctrl + A.)
When the Customer Notes window opens, you can add more text to the existing note. You can also change the note’s priority, code, location, and subject. You cannot change the type or reference.
Enter the additional text in the lower part of the screen.
When you finish, click Save.
Return to:
Using the Notes Everywhere Monitor/Manager Window
See also: