Notes Everywhere Basic Procedures
Setting Up Notes Everywhere
There are several steps you must perform to set up Notes Everywhere. First, set up the parameters. See Notes Everywhere Parameters. Next, create notes.
Note: This feature is not included in all software packages and may require authorization. For more information, contact ECi sales.
From the DDMS Master Menu, click Databases.
Click Notes then select Notes Setup.
Note: If you set up passwords in the Notes Everywhere Parameters, you are prompted for the password you entered in the Setup Password text box. Enter the password and click OK.
The Notes Everywhere Note Codes window opens. You can set up notes for A/P, A/R, Customers, Furniture, Order Entry, Purchase Order Entry, Serialized, and Vendors. This window displays the notes that have been created. You use this window to create new codes, modify codes, or delete codes. You use this code to identify notes throughout the system.
This window displays the user-defined note code, whether this note is for use with Campaign Manager, whether you specified to send an email, and the note code description.
First, you must select the zone for which to create a note. Click the drop down arrow in the Zone box and select the zone, Customer, for example.
To add a code, click Codes then select Add Code (Ctrl + A). (You can also right-click the Code or Description boxes to add, open, or delete codes.) The Note Setup dialog box opens. For more information on these boxes, see In the Note Setup Dialog Box.
When finished, click OK.
The system returns to the Notes Everywhere Note Codes window displaying the note you just created. This window displays the user-defined note code, whether this note is for use with Campaign Manager, whether you specified to send an email, and the note code description.
After Notes has been set up, use the following links to perform these actions:
Setting Up Notes Everywhere Options
Adding Notes
Adding to Existing Notes
Deleting Notes
Viewing Private Notes
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