Difference between revisions of "What is a general notes template?"
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== Summary == | == Summary == | ||
| − | Throughout Platinum there are several sections where you | + | Throughout Platinum there are several sections where you can add General Notes to a record, e.g., Stock Codes; Customers and Suppliers; Vehicles; Order Items. These notes can be used in various ways - they can be used on reports and other print-outs; they can be used for holding extra information of a more confidential nature. |
== More Information == | == More Information == | ||
In this example, the use of the General Notes on a Customer Account will be used. | In this example, the use of the General Notes on a Customer Account will be used. | ||
* Go to "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers" and edit any Customer as an example. | * Go to "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers" and edit any Customer as an example. | ||
| − | * At the bottom left of the displayed window there is a "Check Box". {{DataValue|Click}} | + | * At the bottom left of the displayed window there is a "Check Box". {{DataValue|Click}} here with the mouse button, or press {{KeyPress| Ctrl-F8}}. |
* In the window that opens up, any extra information relating to that Customer can be entered in the space provided, with the option to stamp a Date and Time if required. | * In the window that opens up, any extra information relating to that Customer can be entered in the space provided, with the option to stamp a Date and Time if required. | ||
* This text is also searchable. | * This text is also searchable. | ||
| − | * To save the information entered press {{KeyPress|ESC}} and click {{DataValue|A}} to Accept. | + | * To save the information entered, press {{KeyPress|ESC}} and click {{DataValue|A}} to Accept. |
* A "Tick" now appears in the check box to indicate that General Notes information has been entered. | * A "Tick" now appears in the check box to indicate that General Notes information has been entered. | ||
{{FAQ}}{{Guide}}{{KB_Tags|general notes, templates}} | {{FAQ}}{{Guide}}{{KB_Tags|general notes, templates}} | ||
Revision as of 19:30, 13 November 2008
Summary
Throughout Platinum there are several sections where you can add General Notes to a record, e.g., Stock Codes; Customers and Suppliers; Vehicles; Order Items. These notes can be used in various ways - they can be used on reports and other print-outs; they can be used for holding extra information of a more confidential nature.
More Information
In this example, the use of the General Notes on a Customer Account will be used.
- Go to "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers" and edit any Customer as an example.
- At the bottom left of the displayed window there is a "Check Box". 'Click' here with the mouse button, or press <Ctrl-F8>.
- In the window that opens up, any extra information relating to that Customer can be entered in the space provided, with the option to stamp a Date and Time if required.
- This text is also searchable.
- To save the information entered, press <Esc> and click 'A' to Accept.
- A "Tick" now appears in the check box to indicate that General Notes information has been entered.
