Note Types Tab
This section includes the fields and descriptions for the Note Types tab.
Note Type Island
| Field | Description |
|---|---|
| Note Type | In this field, you enter the number of the current note type. The number cannot be changed on existing note types. |
| Description | In this field, you can enter a description of the note type. |
| Note Description | In this field, you can enter a description to be applied to new notes of the current type. The value in this field is automatically transferred to the field “Description” in the workspace Notes when creating a note of this type. However, any manually entered description on the new note is not overwritten. |
Access Level Island
| Field | Description |
|---|---|
| Access Level | In this field, you can assign an access level to the note type. A user only has access to the current note type (and thereby using the options in the note type) if he has been assigned to this level or a level above this in the workspace User Access Levels. This access control ensures that when entering notes regarding, for example, an event, you can only enter headings if you have access to the note type assigned to the event in question. Furthermore, in this workspace, you can only see and edit the note types to which you have access. Please note that this access control model only applies if the standard access control configuration has not been changed in your Maconomy system. If it has, the access to options and note types may depend on other factors. For further information about the standard access control configuration, please see the section “Introduction to the Access Control System” in the Set-Up module.
You can only specify an access level to which you have access yourself. This field also shows a description of the specified access level. |
Remarks Island
In these fields, you can enter additional remarks regarding the current note type.
User Island
See the Getting Started topic for a description of the fields in the island User.