Editing Notes
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SME allows tracking of unlimited number of notes. This allows everyone in the company to track what is going on with the customer from a sales perspective, a customer support perspective, or just private notes on a record by record basis. Notes are everywhere within SME to allow excellent tracking of information. | SME allows tracking of unlimited number of notes. This allows everyone in the company to track what is going on with the customer from a sales perspective, a customer support perspective, or just private notes on a record by record basis. Notes are everywhere within SME to allow excellent tracking of information. | ||
− | Notes | + | To Add Notes entries: |
[[File:JournalNotes.jpg]] | [[File:JournalNotes.jpg]] | ||
<span style="font-size: 36pt;">1</span>'''Journal Notes''' | <span style="font-size: 36pt;">1</span>'''Journal Notes''' | ||
− | <br> | + | <br>Add – Add a new journal note |
− | <br> | + | <br>View All – View all journal notes |
− | <br> | + | <br>View System –These are notes generated by various system events such as logging from a mobile device or other system type notes that are automatically generated. These are never really added by users directly. |
+ | <br>View Audit – If your company has Auditing for SME, users with permissions can select View Audit to see all the changes to the record they set to be audited. | ||
<BR><span style="font-size: 36pt;">2</span>'''Legacy Notes''' | <BR><span style="font-size: 36pt;">2</span>'''Legacy Notes''' | ||
<br>In this section you can view all notes entered in SME 7.0. You can enter notes using the previous note format here or start using the Journal Notes format. | <br>In this section you can view all notes entered in SME 7.0. You can enter notes using the previous note format here or start using the Journal Notes format. | ||
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== Legacy Notes == | == Legacy Notes == | ||
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*You can use the editor along with any of the editing buttons. | *You can use the editor along with any of the editing buttons. | ||
*You can also copy and paste from other programs such as word, excel, and others. Just select control-C for the information you want to copy for example in word. Then in SME notes select control-V to paste the information. SME will retain formatting of the information copied. | *You can also copy and paste from other programs such as word, excel, and others. Just select control-C for the information you want to copy for example in word. Then in SME notes select control-V to paste the information. SME will retain formatting of the information copied. | ||
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3. Click '''OK''' when you are finished editing or select cancel to cancel your entry. | 3. Click '''OK''' when you are finished editing or select cancel to cancel your entry. | ||
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<br>Notes entered in Customer> Legacy Notes> Sales Notes as updates entered on the customer - will update any service/install order that they are used on. | <br>Notes entered in Customer> Legacy Notes> Sales Notes as updates entered on the customer - will update any service/install order that they are used on. | ||
<br>[[File:Legacy_SalesNotes.png]] | <br>[[File:Legacy_SalesNotes.png]] | ||
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+ | == Journal Notes == | ||
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+ | Journal Notes allows you to enter notes that can be tagged by “type” and locked in once submitted. Users can enter journal notes with a note type, subject, and body. Once the notes are saved, they become permanent records. | ||
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+ | '''To add a new note:''' | ||
+ | # Click '''Notes''' > '''Add'''. | ||
+ | # In the Journal Editor, select a '''Note Type'''. | ||
+ | # Type your note in the window. | ||
+ | # Click '''OK'''. | ||
+ | [[File:EnterJournalNote.jpg]] | ||
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+ | Once a note is entered, it is saved and cannot be edited. | ||
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+ | To view the note, click '''Notes''' > '''View All'''. | ||
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+ | <br>[[File:ViewJournalNotes.jpg]] | ||
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+ | Each note entry is tagged by note type, date and time. | ||
+ | <br>[[File:JournalEditor.jpg]] |