The Notes windows found throughout the software allow you to enter unlimited descriptions and comments.

Features include:

• Easy entry directly from the screen (no need to drill into another window)
• No length restrictions
• Automatic wrapping
• Spell check
• Formatting options
• Copy and Paste
• Date stamping
• Search functionality
• Security controls for managing note topics, including when notes can be seen in more than one company*

Add a Note Topic

1. On the Notes maintenance screen, click New.
2. Enter a topic name for the note.
3. Select if this should be available in all companies or only in the current company.
4. Click OK.

Add a Note

1. From the Info Bar, click the Documentation category and then click the Notes link.
2. Select a note topic from the available list and click Edit.
3. A notepad frame displays with your cursor in the workspace.
4. Type your note. There are no length restrictions — allowing you to be as detailed as necessary.
5. Use the formatting icons along the top of the workspace to further customize your note.
6. Click Save.