UTA Level One Notes Exchange

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

Procedure

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.
• Once the Notes to be sent have been added to the record click on the Exchange Notes button

Note: The Level 1 item must have been exported using the Data Exchange before the Notes Exchange option will be come available.

• In other words, the entire record must have been sent at least once before you can exchange the Notes associated with the record.
• If you received the record via a Data Exchange the Notes Export button will be available immediately.

• Select target server

• Review recipient server response

• If the record has been deleted from the recipient server an error will be displayed:

Displaying New Notes in the List View

• 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.

Exchange History

• Notes Exchanges are logged in the Exchange History of the record under the Notes Exchange History link:

See Also

• Notes