Notes Tab
This tab card allows you to enter free format text.
This facility is ideal for storing for example:
A history of debt collection activity for the client.
Information to help Salesmen when talking to Customers.
Information to help your buyer when talking to the Supplier.
The notes can also be used to keep any other notes that you choose (up to approximately 8 pages).
Initially this may appear blank, but clicking on the white centre of the tab will display the Notes window. Once open, the window can be re sized and repositioned on the screen, so that when browsing through the records, you can see the Notes for each, without having to open it each time.
The Notes window can also be displayed optionally and automatically when entering Sales Orders, this is particularly useful in a tele-sales environment.
How you can use this window:
When the record is open in Edit or Insert mode, (and the Notes window is open), pressing tab will move the cursor from the last field on the record window into the Text field on the Notes window. As you tab through the fields, the Notes window may have been hidden, but if it is open, it will reappear when you tab into it.
If you open this window when you are not in Edit or Insert mode, a small black square will show instead of the cursor, and you will not be able to edit the Notes.
Pressing tab again will move the cursor back into the record window (unless there are any other windows open, to tab through). Alternatively you may use the mouse to click on the window, and then on the field where you wish to make an entry.
Clicking OK on the record window will save any entries you have made on the Notes window.