About notes

Object and Class Notes

You can create these types of notes:

• Notes for a single record (Object Notes):

  These notes are attached to the currently selected record. Object notes can be internal or external. You can create a note specifically for that record, or you can attach a reusable note.

• Notes for all records in a collection (Class Notes):

  These notes are attached to every record in a collection. For example, if you attach a class note to one customer record, it is automatically attached to all customer records. Class notes can be internal or external. You can only attach reusable notes as class notes. Also, class notes do not print on reports.

You can attach multiple notes, of either type, to a record. After you attach a note of any type to a record, all other users of the system can read the note.

When you attach a note, the status bar displays the word "Notes", and under the Actions menu, a check mark is displayed next to the Notes for Current option, for single-record notes, or next to the Notes for All option, for notes attached to the whole collection.

Reusable Notes

Reusable notes are defined on the System/User Notes form. You can create these notes once and attach them multiple times, either as object notes or class notes. There are two kinds of reusable notes:

• User notes: After a note is created, it can be reused and attached to records only by the person who created the note. For example, if Sally creates a user note in the System/User Notes form, she can later view that note and attach it to other records. However, when Pete opens the  form, he cannot see Sally's notes or attach them to his records.

  User notes do not print on reports.

• System notes: After a system note is created, it is visible and is available for use by any user on the system. For example, if Joe creates a system note, both he and Jane can later view that note in the System/User Notes form. They can also both attach it to as many records as they want.

  System notes can be printed on reports.

Internal/External Notes

All notes can also be classified as either external or internal notes. If you select the Internal option for a note, the system tags it as an internal note. Otherwise, the system treats the note as an external note.

This classification is used when printing reports. You can print internal notes or external notes on forms where the Print External Notes and Print Internal Notes options are available.