Notes Everywhere Basic Procedures

Viewing Private Notes

You can view private notes in the Notes Everywhere Monitor window or the Notes Everywhere Manager window.

1. Go to the Customer window and select the customer for whom to create notes.

2. 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.

3. From the Notes Everywhere Monitor or Notes Everywhere Manager windows, highlight the note to view and click .

4. If you entered a password in the View Private Notes Password box in the Notes Everywhere parameters, the Enter Password to View Private Notes dialog box opens. Enter the password and click OK.

5. Double-click the note to view.

6. When finished, click .

Return to:

Open Monitor

Setting Up Notes Everywhere

Using the Notes Everywhere Monitor/Manager Window