Difference between revisions of "UTA Level One Notes Exchange"

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=Overview=
 
=Overview=
 +
The '''Export Notes'' feature is available to any [[UTA]] that has the [[:Category:Data Exchange|UTA Data Exchange]] enabled.
  
* '''Export Notes''' button beside the '''Export Level One'''
+
* The '''Export Notes''' button will be found beside the '''Export Level One''' button.
  
 
[[File:New_export_notes_button.png|options|New Export Notes Button]]
 
[[File:New_export_notes_button.png|options|New Export Notes Button]]

Revision as of 11:52, 23 July 2010

The Notes Exchange is used to send and receive UTA Level 1 Notes between different instances of SmartSimple.


Overview

Level 1 Notes can be Exchanged as discreet entities.

Unlike the UTA Data Exchange, the Notes Exchange happens in real time (immediately) and no unpacking is required. It uses the same encryption key for encryption/decryption, thus has the same level of security as the UTA Data Exchange.


Benefits include:

  • No unnecessary information is sent (such as files and custom fields).
  • Significantly less bandwidth used for data transport.
  • Reduced CPU utilization for encrypting and decrypting data


Overview

The 'Export Notes feature is available to any UTA that has the UTA Data Exchange enabled.

  • The Export Notes button will be found beside the Export Level One button.

New Export Notes Button


  • Select target server

Select Target Server


  • Review recipient server response

Review Recipient Response


  • Add the New Notes icon to the Level One List View on the recipient server.

Add New Notes Icon


  • The New Notes icon is displayed in the List View, and will be removed once the Level One record has been viewed.

Icon Displayed on List View