Understanding the Notes Everywhere Feature
You can use notes throughout DDMS to provide important information. This feature keeps details directly at your fingertips. Notes Everywhere allows you to create customer notes and vendor notes. Customer notes are associated with the Customer database; Order Entry application; Accounts Receivable application and A/R invoices; and existing project notes. Vendor notes are associated with the Vendor database; Purchase Order entry, Accounts Payable application and A/P invoices.
Note: Notes Everywhere is an authorized feature. For more information, contact ECi sales.
You begin using notes by setting up parameters. You can specify that the Notes Everywhere Monitor window automatically open when you open DDMS. This window remains on top of other windows, so you can easily view notes for the selected customer, vendor, or invoice. What’s more, the selected customer or vendor is automatically recognized when you retrieve the record and the notes display for you. The Notes Everywhere Monitor window blinks, notifying you that the selected customer has notes. You also set password parameters. See Notes Everywhere Parameters.
Notes Everywhere works with Campaign Manager. When setting Notes Everywhere parameters, you also set parameters for Campaign Manager. For more information, see Campaign Manager.
Next, you set up the codes and descriptions to use in the Note Everywhere Setup window. You can set up notes for email. Using Notes Everywhere parameters, you can also password-protect this feature. Give the password to only those people with access to the Notes Setup window. See Setting Up Notes Everywhere.
After you enter the codes and descriptions, you can begin setting up notes for Customers, Vendors, Order Entry, Purchase Order Entry, Accounts Receivable, Accounts Payable, Furniture, Serialized, and so on. You do this using the Notes Everywhere Monitor window. See Using the Notes Everywhere Monitor/Manager Window.
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