General - Notes
Adding a New Note
Step Action
1. Select {New} under Notes.
A New Note modal will open.
2. Complete the fields.
Field | Action |
Label | Select a Label from the drop-down. |
Sticky | Default set to No. Toggle switch to Yes to add a Type. Note: The Type drop-down will appear after selecting Yes. |
Type | Select applicable note types from the drop-down. |
Note Content | Enter note content. Note: The icons on the bottom left corner can be used to toggle between design mode, html mode, and preview mode. |
Note: For more information on Note Types and Sticky Notes, see Internal Documentation - Notes.
3. Select {Save}. A results window will pop-up to indicate the note has saved
successfully.
Editing Notes
Step Action
1. Hover mouse over the name of item to be edited under Note 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. Select entries under Notes to be deleted by checking boxes on the left-hand side.
All entries can be deleted by checking box to left of {New} under Notes.
2. Select {Delete}. A window will pop-up to confirm selected items to be deleted.
3. Select {OK} to delete selected items. A results window will pop-up to indicate
the selected notes have been deleted.