Using the Notes Everywhere Monitor/Manager Window

From the DDMS Master Menu, click Databases.
Click Notes, then select Open Monitor or type Ctrl + M. The Notes Everywhere Monitor window opens. You can minimize it or close it. You can also use this box to set up preferences.

Note: If this window is blank when you open it and the and buttons are grayed out, click . In the Note Options dialog box, click Customer and enter an ID number. Then click OK. For more information, see Setting Up Notes Everywhere Options.

You can use this window to add notes or you can open the notes manager by clicking . (You return to the notes monitor by clicking .)

On the left side of the Notes Everywhere Manager window, notes are sorted by folders. For example, double-click the Customers folder to see the notes for customers. (You can also click the + sign next to Customers.) Under the Customer folder, the notes are sorted by departments (if you selected the Display Customer Departments option in the Note Options dialog box) and the display indicates how many notes are in each department. The notes for these departments display on the right side of the window.

Note: You can sort notes by clicking on the grid at the top of the screen. For example, click Priority to sort by priority. However, if you have campaign notes created, these are always at the top. A line separates campaigns from notes.

In the Notes Everywhere Monitor and Notes Everywhere Manager windows, you can create new notes, add to notes, delete notes, or set preferences.
To create a new note, click . In the Notes Everywhere Manager window, right-click the folder name and select New. You can also highlight a note in the right side of the Notes Everywhere Manager window then right-click and select New. See Adding Notes.
To add to a note, highlight the note. Click or right-click the note and select Add-On. See Adding to Existing Notes.
To delete a note, highlight it. Then click or right-click the note and select Delete. See Deleting Notes.
To view private notes, go to Viewing Private Notes.

To set preferences:

Change grid (column) information by clicking . (You can also highlight a note, right-click and select Modify Columns or Ctrl +M.) The Hide/Show Columns dialog box opens. Click to select the columns to show and clear the columns to hide. Then click Apply. To not make any changes, click Cancel.
In the Notes Everywhere Monitor window, you can specify whether to have the window float on top of other windows. Click to toggle the floating option on and off.
Change the appearance of the information in the Notes Everywhere Monitor or Manager windows by clicking . The Note Options dialog box opens. You can use this dialog box to change the folders that appear and change how the notes display. Click each box to change and enter the new information over the existing information. For more information, see Setting Up Notes Everywhere Options.

Return to:

Notes Everywhere Basic Procedures