You can read notes that are attached to a record or a collection. In
many cases, you can also modify the notes.
-
Open a form and select a record that has notes attached. You can
tell which records have notes attached by checking these areas:
- In the tool bar, the
Notes button is
highlighted when a record has an object note, that is, a note for the current
record, attached.
- The status bar for a record with a note attached displays the
word
NOTES.
- The
menu for
records with a note attached displays a check mark next to the
or
option.
-
Open the appropriate notes form:
- For single-record notes, select
to open the
Object Notes form.
- For class notes, that is, notes for all records in a
collection, select
to open the
Class Notes form.
-
In the notes grid, select the note you want to read or modify. The
subject identifier and note text display. If these fields are inactive, the
note is a reusable note, so click
Attach/Detach Reusable if
you need to modify it. If the note includes an attached file, click
Open Attachment
to view the attachment. If no notes are displayed, but
the
menu has a check
mark indicating that a note exists for the record, then the note is a private,
(non-system user note that wasadded by another user.
-
Optionallly, modify the subject and note text as required.
-
When you are finished, save your changes, if any. To do this,
either click
OK or save the notes
record.
You can also directly read and modify reusable system or user notes
without opening the form where the notes are attached to records. Select
to open
the
System/User Notes form, where you can read and
modify notes as described in Step 3.