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Notes Overview

558 bytes added, 19:50, 17 June 2019
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::: [[Image:NoteExample.png|link=|650px|border]]
'''Benefits Features of Notes: '''
* They can be added to the following: [[UTA]] records, Contact and company [[profile|profiles]], calendar events, [[SmartFolders]], [[Invoice UTA|Invoices]], [[Transactions]] and more.* [[Global User Administrator|System Administrators]] can even add notes to individual [[Custom Fields]], templates, and [[Status|statuses]] in order to document processes and maintain a change log.* System Administrators can create different types of Notes and set [[User role|role]]-based permissions for editing and viewing each specific Note type - see .** See [[Notes Permissions]] for additional information.* Note types can be created that have sets of pre-populated text for selection by the end user. ** See [[Notes Options]] for additional information.* [[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]]. The View Mode will allow read-only access to Notes (therefore without modification ability), while the Edit Mode allows users to make changes or delete the note. 
===Using When Notes===are visible on a record, the panel can be efficiently expanded or hidden by clicking on the vertical '''Notes '''tab. When you click into any record, the '''Notes '''tab on the left side menu will appear with a number of the notes available.  :: [[File:Notes left hand menu.png|300px|border]] 
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. 

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