Notes - Revision history

Amy: /* User/ Journal Notes */

2012-10-18T21:01:03Z

User/ Journal Notes

Amy at 18:33, 18 October 2012

2012-10-18T18:33:17Z

Amy at 18:32, 18 October 2012

2012-10-18T18:32:41Z

Amy: /* Journal Notes */

2012-06-11T16:17:02Z

Journal Notes

Amy: /* Journal Notes */

2012-06-11T16:16:30Z

Journal Notes

Amy: /* Journal Notes */

2012-06-11T16:16:00Z

Journal Notes

Amy: /* Journal Notes */

2012-05-10T16:09:53Z

Journal Notes

Amy at 16:14, 13 October 2011

2011-10-13T16:14:02Z

Amy: /* Legacy Notes */

2011-10-03T23:00:01Z

Legacy Notes

Amy at 22:43, 3 October 2011

2011-10-03T22:43:29Z

@@ Line 38: / Line 38: @@
 <br>Click the '''Journal''' tab and you will see a grid showing all the entries. You can filter and sort by each column. Double click on the note you want to read to open the note in a new window.
 <br>[[File:JournalTab_ViewUserNotes.png]]
 <br>Click either '''By Record''' or '''By Customer''' in upper right corner of tab to drive the notes showing on the tab.
@@ Line 48: / Line 47: @@
 <br>Click '''Notes''' > '''View All''' and in the window that opens you will see all journal notes. Filter by '''User Notes''' in the '''Show only notes from''' field.
 <br>[[File:ViewAllJournalNotes.png]]

@@ Line 7: / Line 7: @@
 <span style="font-size: 36pt;">1</span>'''Journal Notes'''
 <br>'''Add User Note''' – Add a new journal note
-<br>'''View User Notes''' – View all journal/user notes. This includes notes that are 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.  Also, if your company has Auditing for SME,  users with permissions can see all the changes to the record they set to be audited.
+<br>'''View User Notes''' – View all journal/user notes.
 <BR><span style="font-size: 36pt;">2</span>'''Legacy Notes'''

@@ Line 6: / Line 6: @@
 <span style="font-size: 36pt;">1</span>'''Journal Notes'''
-<br>'''Add''' – Add a new journal note
+<br>'''Add User Note''' – Add a new journal note
-<br>'''View All''' – View all journal notes
+<br>'''View User Notes''' – View all journal/user notes. This includes notes that are 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.  Also, if your company has Auditing for SME,  users with permissions can see all the changes to the record they set to be audited.
 <BR><span style="font-size: 36pt;">2</span>'''Legacy Notes'''
@@ Line 15: / Line 13: @@
-== Journal Notes ==
+== User/ Journal Notes ==
 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.
-'''To add a new note:'''
+<h3>Add Note Types</h3>
-#       Click '''Notes''' > '''Add'''.
+When adding a User/Journal note, you will be able to tage the note with a note type. You can then filter/sort your notes by the type of note. To add note types:
-#       In the Journal Editor, select a '''Note Type'''. (Enter new Note Types in Setup > Company > Lists > Note Type)
+<br>1. Go to '''Setup''' > '''Company''' > '''Lists'''
-#       Type your note in the window.
+<br>2. Click '''New''' in lower right corner
-#       Click '''OK'''.
+<br>3. In Code Editor window, enter the note type and click '''OK'''.
-[[File:EnterJournalNote.jpg]]
+<br>[[File:AddNoteTypeForJournalNotes.png]]
-Once a note is entered, it is saved and cannot be edited.
+<br>Once a note is entered, it is saved and cannot be edited unless you have the Allow Journal Edits setting checked in Setup > Company > System
-To view the note, click '''Notes''' > '''View All'''.
+<h3>View User Notes</h3>
 <h3>Note Type drop down not showing all values</h3>

@@ Line 39: / Line 39: @@
 <h3>Note Type drop down not showing all values</h3>
 If you added a few custom note types and they aren't all showing in the drop down field, do the following.
-<br>Click '''Help''' > '''Tech Support Utilities'''
+<br>1. Click '''Help''' > '''Tech Support Utilities'''
-<br>Enter '''833''' and click '''OK'''. Your user profile folder will open.
+<br>2. Enter '''833''' and click '''OK'''. Your user profile folder will open.
-<br>Delete the '''Misc''' folder. This folder will be rebuild again automatically.
+<br>3. Delete the '''Misc''' folder. This folder will be rebuild again automatically.
 == Legacy Notes ==

@@ Line 37: / Line 37: @@
 <br>Journal notes entered in a service order, install order, invoice,etc for the customer will show on the Journal tab in the Customer record. When viewing notes on the Journal tab in service orders, invoices, and other records, choose if you want to view journal notes by record, or by customer. By customer will bring up all journal notes entered for that customer. The source column identifies where the note was entered.
-<h2>Note Type drop down not showing all values</h2>
+<h3>Note Type drop down not showing all values</h3>
 If you added a few custom note types and they aren't all showing in the drop down field, do the following.
 <br>Click '''Help''' > '''Tech Support Utilities'''

@@ Line 6: / Line 6: @@
 <span style="font-size: 36pt;">1</span>'''Journal Notes'''
-<br>Add – Add a new journal note
+<br>'''Add''' – Add a new journal note
-<br>View All – View all journal notes
+<br>'''View All''' – View all journal notes
-<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 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>'''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'''

@@ Line 44: / Line 44: @@
 *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.
 . Click '''OK''' when you are finished editing or select cancel to cancel your entry.

@@ Line 35: / Line 35: @@
 <br>You can also view the note history on the Journal tab. Double click on the note you want to read to open the journal note in a new window.
 <br>[[File:JournalTab.png]]
-<br>Journal notes entered in a service order, install order, invoice,etc for the customer will show on the Journal tab in the Customer record. When viewing notes on the Journal tab in service orders, invoices, and other records, choose if you want to view journal notes by record, or by customer. By customer will bring up all journal notes entered for that customer. The subject column identifies where the note was entered.
+<br>Journal notes entered in a service order, install order, invoice,etc for the customer will show on the Journal tab in the Customer record. When viewing notes on the Journal tab in service orders, invoices, and other records, choose if you want to view journal notes by record, or by customer. By customer will bring up all journal notes entered for that customer. The source column identifies where the note was entered.
 == Legacy Notes ==