Notes Everywhere Basic Procedures

  1. From the Notes Everywhere Monitor window or Notes Everywhere Manager window, you can set options. To do so, click customer_notes_open_options_icon.gif.

  2. The Note Options dialog box opens. You use this window to customize Notes Everywhere.

    Click Auto-Refresh for the notes information to auto refresh when you make a change. For example, if you are going to create notes for several different customers, you might want the Notes Everywhere Monitor window to refresh itself with each new customer you select in the Customer database. To do this, select Auto-Refresh. As you scroll through the customer database, the Notes Everywhere Monitor window displays the notes for each customer you are viewing.

    In the Interval box, enter the number of seconds of how often the information should automatically refresh.

Note: If you set the Auto-Refresh option and do not have the Customer or Vendor database open, the Notes Everywhere Monitor and Notes Everywhere Manager windows are blank. To view your notes again, go into the Note Options dialog box and click Customer or Vendor and enter the ID.

You can also select whether to work with customer notes or vendor notes. If you normally work only on Customer notes, click Customer. If you normally work with vendor notes, click Vendor.

You can also specify a specific customer number or vendor number. Enter the number in the corresponding ID number box.

  1. Click the Display All Customer Departments check box to display customer departments in notes.

  2. Click the Display All Vendor Aliases check box to display vendor aliases in notes.

  3. You can set the level of transparency for the Notes Everywhere Monitor window. To set the box as non-transparent, click No Transparency. To set the transparency, clear the No Transparency box then use your mouse to drag the Visibility arrow to set the transparency. (You can also use your arrow keys to move the Visibility arrow.)

  4. Click View for the preview pane to display in the bottom right hand portion of the Notes Everywhere Monitor window.

    Click Hide to prevent the preview pane from displaying in the bottom right hand portion of the Notes Everywhere Monitor window.

  5. Use the drop down arrow in the Default Priority box to select a default priority for notes. You can select a number 1-5, with 1 being the highest priority.

  6. Click OK.

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Setting Up Notes Everywhere

Using the Notes Everywhere Monitor/Manager Window