Adding Notes to Items

To add a note to a primary or auxiliary item:

  1. Locate the item to which you want to add a note.
  2. From the Actions drop-down list, select Add Note. The Add/Modify Note dialog box opens.
  3. Complete the fields on the Add/Modify Note dialog box as needed.
    Field Description
    Title Type a label for the note.
    Note Type your comments in the available space. Use the editor, if available, to format text. For guidance, refer to Using the Rich Text Editor.
    Unrestricted Select this check box to make the note visible to all users who can view the item. Clear the check box to restrict the note as specified by user privileges. The Unrestricted check box is disabled if you do not have privileges to set notes as unrestricted.
    On success, automatically close this window Select this check box to close the Add Note dialog box when the note is added.
    Add New Note Click this button to add the note.
  4. The Close This Window button appears after you add the note. Click this button to close the Add/Modify Note dialog box.
    Note: The On success, automatically close this window option and Close This Window button do not appear on the Add Note dialog when attempting to add a note from the Editable Grid. The dialog closes automatically.

Related Topics

Editing Notes and Attachments

Deleting Notes and Attachments

Updating Items with the Rich Editable Grid