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.
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The '''Export Notes''' feature is available within any [[UTA]] that has the [[:Category:Data Exchange|UTA Data Exchange]] enabled.
  
 
* The '''Export Notes''' button will be found beside the '''Export Level One''' button.
 
* The '''Export Notes''' button will be found beside the '''Export Level One''' button.

Revision as of 11:55, 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:

  • Immediate access
  • 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 within 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