Introduction
Notes can be added to various records within the program including (but not limited to) Customer:Jobs, Work Orders, Invoice Items, Vendors, Assets, and Customer Equipment, and Invoices (where the notes are called “Details”). The notepad works the same way regardless of where it’s encountered.
Form Access
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The notepad for any given form is typically found in the Menu.
Field & Button Definitions
- OK – Saves and closes the notepad.
- Cancel – Exits the notepad without saving.
- Info Stamp – Notes the author and the date of the note with one click.
- Clear – Erases the entire contents of the notepad.
- Print – Used to produce a hard-copy of the notepad.
- Spelling – Perform a “Spell check” on your notes.
Tips
- Notes created for customers and for vendors can be triggered to automatically pop-up when certain conditions occur. For example, if a customer has an overdue balance a warning note can be set to pop-up if an attempt to create a new Work Order is made. See the related topics “Customer:Job Form – Additional Info Tab” and “Vendor Form – Additional Info Tab” for additional information.
Related Content
https://www.aptora.com/help/vendor-form-additional-info-tab/
https://www.aptora.com/help/work-orders/
