Record Note

A record note is a small amount of text pertaining to the record.

Right-click on a record in the search screen and select "add a record note" or press F8.

The note is automatically populated with the date, time and employee's initials. 

Add the details to the note. This information is stored against the profile of the document, there is no document created.

Press OK or Cancel.

If a record has a note against it an icon will appear on the search results screen and it can be hovered over with the mouse and the note will be shown. 

NOTE: If the first line of the note is blank, the note icon will not show.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.