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Notes are can be added on various pages in DocketManager for internal documentation purposes. These notes can function differently depending on where they have been created.

 

Examples: 

  • A Customer sticky note will copy to any order or quote for that Customer.
  • A Stock sticky note will copy to any order item or product using that stock.


For more information on how notes function within the system, see Internal Documentation - Notes.

Adding a New Note 

Step     Action

  1.      Select + icon from the Notes section.

          A New Note modal will open.


  2.      Complete the fields.


Field
Action
Label
Select a Label from the drop-down.
Sticky (Option not available on all notes)
Default set to No. If toggle switched to Yes, drop-down will become visible to add a Type.
Type (Option not available on all notes)
Select applicable note types from the drop-down. The Type options cannot be customized and will vary based on where the note is being created.
Note Content
Enter note content.

Note: The icons on the bottom left corner can be used to toggle between designer mode and html mode. Although it is not possible to add an attachment (such as a .PDF file or working document) into your notes, it is possible to use the Insert/Edit URL link to create a link to the destination where you have hosted these files on an external server or cloud service.

For longer notes, a scroll bar will appear on the right-hand side to allow for easier viewing of content OR you can resize the note content window by click, hold the small triangle in the bottom right corner of the note content and drag to make it larger.


Note: For more information on Sticky Notes or Note Types, see Internal Documentation - Notes.


  3.      Select {Save}. A results window will pop-up to indicate the note saved successfully.


Editing Notes

Step     Action

  1.       Hover mouse over the name of note to be edited and select the pencil icon

            that appears on the right-hand side of the name. An Edit Note modal will open.

  2.      Make required changes.

  3.      Select {Save}. A results window will pop-up to indicate the note saved successfully.


Deleting Notes

Step     Action

  1.       Hover mouse over the name of note to be deleted and select the garbage can icon

            that appears on the right-hand side of the name.  A window will pop-up to confirm selected

            item to be deleted.

  2.      Select {OK}. A pop-up will confirm the selected note has been deleted.