Reading and Modifying Notes

You can read notes that are attached to a record or a collection. In many cases, you can also modify the notes.

  1. Open a form and select a record that has notes attached. You can tell which records have notes attached by checking these areas:
    • In the tool bar, the Notes button is highlighted when a record has an object note, that is, a note for the current record, attached.
    • The status bar for a record with a note attached displays the word NOTES.
    • The Actions menu for records with a note attached displays a check mark next to the Notes for Current or Notes for All option.
  2. Open the appropriate notes form:
    • For single-record notes, select Actions>Notes for Current to open the Object Notes form.
    • For class notes, that is, notes for all records in a collection, select Actions>Notes for All to open the Class Notes form.
  3. In the notes grid, select the note you want to read or modify. The subject identifier and note text display. If these fields are inactive, the note is a reusable note, so click Attach/Detach Reusable if you need to modify it. If the note includes an attached file, click Open Attachment to view the attachment. If no notes are displayed, but the Actions menu has a check mark indicating that a note exists for the record, then the note is a private, (non-system user note  that wasadded by another user.
  4. Optionallly, modify the subject and note text as required.
  5. When you are finished, save your changes, if any. To do this, either click OK or save the notes record.

You can also directly read and modify reusable system or user notes without opening the form where the notes are attached to records. Select View>System Notes to open the System/User Notes form, where you can read and modify notes as described in Step 3.