Difference between revisions of "What is a general notes template?"
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== Summary == | == 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. | 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. | ||
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== 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}} here with the mouse button, or press {{KeyPress| | + | * At the bottom left of the displayed window there is a "Check Box". {{DataValue|Click}} here with the mouse button, or press {{KeyPress|C-F8}}. |
| − | * | + | * 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 using the {{KeyPress|F5}} key. |
* This text is also searchable. | * This text is also searchable. | ||
| − | |||
* 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. | ||
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| + | == See also == | ||
| + | *[[REF:rprgfnotes|Reporting on General Notes in the Report Generators]] | ||
{{FAQ}}{{Guide}}{{KB_Tags|general notes, templates}} | {{FAQ}}{{Guide}}{{KB_Tags|general notes, templates}} | ||
Revision as of 10:24, 3 July 2009
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>.
- 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 using the <F5> key.
- This text is also searchable.
- A "Tick" now appears in the check box to indicate that General Notes information has been entered.
See also
