Add a Note and Attach Documents and Links to a Client

This article details how to create a Note and then attach document(s) and link(s) to a Client.

Add a Note to a Client:

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Work to expand the corresponding menu.
3. From the Work menu items, click Clients.
4. From the Clients List page select the Client name to access the Client Edit page.
5. Upon the Client Edit page displaying, click the Attachments link located under the Others navigation menu.
6. From the Notes sub-tab click New.
7. From the Add Note dialog box select a note Type from the following available options:
   1. Alert
   2. Hourly
   3. Invoice
   4. Notice
   5. R&D
   6. Rejection
   7. Specifications
   8. Status
8. Decide whether the note should be public or not, and select the Public box accordingly.
9. Enter your note in the Note box.

   Note: You can customize the message body using the Rich Text Editor. For formatting options and features, see Rich Text Editor.

10. Select one of the following:
1. Cancel: To Cancel your changes and to return to the previous page.
2. Save & New: To Save the Note and create a New one.
3. Save & Continue: To Save the Note and Continue editing it.
4. Save & Close: To Save the Note and Close the dialogue box.

   

   Note: When creating a new Note, You must save the Note to be able to access the Note Attachments tab. Refer to Add Attachments to a Note and Add Links to a Note for further details.

Add Attachments to a Note

1. From the Add Note dialog box, navigate to the Attachments tab.
2. To attach a document either:
   1. Click the Add Document button.
      1. Click Browse to upload an individual file. You may also attach multiple files by holding down either the CTRL or Shift key, and selecting more than one file.
      2. Click Open.
      3. You will see your files appear in the Attachments tab.
   2. Drag files from your computer to attach them to your Note by following these steps:
      1. Open File Explorer.
      2. Navigate to the folder with the documents that you want to upload.
      3. Drag the files to the space where you see: You can drag and drop any document into this area.
      4. You will see your files appear in the Attachments tab.

      

   Tip: You can click Cancel to cancel the document attachment process and to return to the previous state of the dialog box where you can choose to include a Link instead, for example, without the need to close it.

Add Links to a Note

1. Click the Attachments tab.
2. Click the Add Link button.
3. Enter the following information:
   1. Name: Enter the Name of your Link.
   2. URL: Enter the URL.
   3. Description: Enter a brief description in the Description box.

   

4. Click Save or Cancel.

Viewing and Managing Notes

1. Upon returning to the Attachments you will notice a counter on the Notes tab indicating the number of Notes.
2. Searches can be performed based on Note Type, Modified by or Created by criteria.
3. Note that a counter is also present on the Note icon, indicating the total number of Notes present.
4. Hover over the Note column to preview the content.

   Note: Formatting is not displayed in this preview.