View Notes

When you view notes during notes creation:

●    You can view the following note information:

●    Note Type (account or order)

●    ID # associated with the note

●    Order # associated with the note (if any)

●    Name of the individual who created the note

●    Date and time the note was created

●    You can edit the following note information:

●    Type in any changes to the notes text.

●    To add an attachment, click the Browse button and the system displays a local browse window where you can browse to locate and click on the file you want to attach. The Attachment text box displays the name of the attached document.

●    Delete an attachment by deleting the attachment from the Attachment window.

●    To save any changes you have made and the attachment (if any), click the Submit button.

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