To create a note, or to select an existing note, that can be reused
again for other records:
- Open a form and select a record where you want to add a note.
- Select one of these options:
- Select
to open the
Object Notes form, for notes attached to a
single record.
- Select
to open the
Class Notes form, for notes attached to all
records in a collection.
- On either form, click
Attach/Detach Reusable to
display the
System/User Notes form.
- Decide which kind of note you want to create or select, and then
use the fields under that heading:
- A system note can be viewed or selected by all system users,
and is printable in some cases.
- A user note can be viewed or selected only by the user who
created it, and is never printable.
- To use an existing note, just select the
Attach check box next to
that note and click
OK to return to the
previous notes form.
- To create a new reusable note:
- Specify an appropriate subject identifier. This does not print
on reports. It is used only to distinguish this note from other notes.
- To attach an external file, click
Attach File. Browse to
the file you want to attach and click
Open. The file name
and path are shown in the
Note field.
- If you did not attach a file, specify the text that constitutes
the actual content of the note in the
Note field. For system notes, this is the text that is printable as
part of reports.
- Select the
Attach check box and
click
OK to return to the
previous form.
- If you return to the
Object Notes form, specify whether the new note
is internal. Save the note record. This also attaches the note to the current
record in the original form.
For more information about external and internal notes, see
About Notes.
- If you return to the
Class Notes form, click
OK to save the note on
all records in the collection and close the form.