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Notes Overview

199 bytes added, 19:33, 17 June 2019
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'''Notes '''are a built-in feature into SmartSimple's platform, available in every [[instance]], that enables users to annotate records with comments and instructions. 
::: [[Image:NoteExample.png|link=|650px|border]] 
'''Benefits of Notes: '''
* [[Workflows]] can be configured that notify users by email that a new note has been created. These workflow-generated emails can contain variables, including the text in the body of the note. See [[Pulling Variables in Notes Workflow]] for more information.
==Configuration - Essentials== ===Using Notes== Notes are available to records in both [[View Mode]] and [[Edit Mode]]- viewing allows access without modification, while editing allows the user to make changes or delete the note.   When Notes are visibleon a record, the Notes panel can be efficiently expanded or hidden by clicking on the vertical "Notes" vertical '''Notes '''tab. 
:: [[Image:NotesTab.png|link=|300px|border]]
Notes are date- and time-stamped and also stamped with the username of the user that created them.

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