Notes Procedures This section describes the steps you need to work with notes. Related Topics:Create a Note Use these steps to create a note. Edit a Note You can assign notes to other records in Maconomy. For example, if you assign a note to a job, the note will also appear in the Jobs workspace, where you can also edit the note. Close a Note In the Notes workspaces, you have the option to manually close a note. However, notes assigned in other workspaces may close automatically under certain situations. For example, when you close a job that is linked to a note, the attached note will be closed. Once a note is closed, you cannot modify the information in it. You must reopen the note to make any changes. Reopen a Note To modify information in a note that has already been set to closed, you must reopen it for editing. Attach a Document to a Note Use these steps to attach a document to a note. Change Note Type When you change the note type, all the information in the note is deleted and replaced by template lines specified for the new note type selected. Delete a Note Use these steps to delete a note. Parent Topic: Notes HomeMaconomy User Guides Web ClientSetupNotes SubmenuNotesNotes Procedures
Notes Procedures This section describes the steps you need to work with notes. Related Topics:Create a Note Use these steps to create a note. Edit a Note You can assign notes to other records in Maconomy. For example, if you assign a note to a job, the note will also appear in the Jobs workspace, where you can also edit the note. Close a Note In the Notes workspaces, you have the option to manually close a note. However, notes assigned in other workspaces may close automatically under certain situations. For example, when you close a job that is linked to a note, the attached note will be closed. Once a note is closed, you cannot modify the information in it. You must reopen the note to make any changes. Reopen a Note To modify information in a note that has already been set to closed, you must reopen it for editing. Attach a Document to a Note Use these steps to attach a document to a note. Change Note Type When you change the note type, all the information in the note is deleted and replaced by template lines specified for the new note type selected. Delete a Note Use these steps to delete a note. Parent Topic: Notes HomeMaconomy User Guides Web ClientSetupNotes SubmenuNotesNotes Procedures