Search for Notes

To Search By Order #:

1.  Select the Search by Order # option.

2.  Enter the Order # in the corresponding text box.

3.  Click the Submit button and the search results will appear on your screen.

4.  To view note details, click on the Date Created hyperlink in the search results table.

To Choose the Search Criteria:

1.  Select the Search for Notes - Choose Search Criteria option.

2.  Choose the options you want to search on by selecting the check boxes and entering the corresponding information:

●    Enter the Date Range.

●    Enter the ID # for the distributor the note is for.

●    Enter the ID # of the individual who created the note(s) in the Note Created By ID # text box.

3.  Click the Submit button, and the search results will appear on your screen.

The search results table will display the following for notes meeting your search criteria:

●    Date - Displays the day the note was created

●    Created By - Displays the name of the individual who created the note

●    ID # - Displays the ID # associated with the note

●    Order # - Displays the order # associated with the note (if any)

●    Note Type - Displays whether the note was created for an account or order

●    Notes - Displays the notes text

●    Attachment - Hyperlink opens the attachment for the notes (if any)

NOTE: Once the note is created, you cannot edit the note.