To Create a Note.
Notes is a handy tool, it can be used to note down little things that need to be taken care of or to remind you to do.
Points to Remember:
Required fields are marked with an Asterisk (*.)
To save your work, click the blue “Submit” button.
To edit the record, click the green pencil icon in the upper right corner.
Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.
If a Note need to be Deleted, you can do so by clicking on the “Action” button at the bottom of the page on the right.
Steps to Create a New Note:
- Navigate to Main Menu.
- Click on
- Click on blue button “Create a New Note” on the left.
- Enter the following information:
- Project: Select from System List.
- Title: (Mandatory)
- Status: Select Open or Close.
- Make Private: Check Box – Visible Only to Me.
- Add an Attachment: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)