UTA Level One Notes Exchange
From SmartWiki
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.
- Select target server
- Review recipient server response
- Add the New Notes icon to the Level One List View on the recipient server.
- The New Notes icon is displayed in the List View, and will be removed once the Level One record has been viewed.
