Viewing the Full List of Notes

You can view or modify the notes linked to a selected entity. To view the full list:

  • Navigate to a details page.
  • Expand the Notes related section. See Notes related section
  • Click View Full List.

On the Notes window, you can:

  • View the full list of available notes. By default, the list displays only the first 200 records. If there are more than 200 records, you can use the Get More Rows option to view an additional 200 records.
  • Specify few characters in the Search field and press Enter to locate a specific note.
  • Select the check box corresponding to the records that must be modified or deleted.

    To select all check boxes click Select All, and to clear all check boxes click Reset All Selection.

  • Click Edit to modify the selected records sequentially.
  • Click Delete to delete all selected records.
  • Click Add to add a new note. See Adding or editing Notes