What is a general notes template?

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.

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Keywords AND Misspellings

general notes, templates