Using Notes


How do I add a Note?

  1. Click on the category for the Note.

  2. Press the Add Note button in the Notes field.

  3. Enter the Text into the Mark-It HTML Editor.

  4. Press the OK button to save the Note.


How do I delete a Note?

  1. Click on the Note Type you wish to view.

  2. Click on the Delete Note(s) button.

  3. Select the message(s) to be deleted.

  4. Press the Delete Marked button.


How do I edit a Note?

  1. Click on the Note Type you wish to edit.

  2. Click the Edit button to the left of the message.

  3. Edit the message in the HTML Editor.

  4. Press the OK button to effect the changes or Cancel to return the same message to the Notes database.


How do I add a Note type?

  1. Click on the + (Plus) button.

  2. Type a new Note Type in the new note field.

  3. Press the OK key.


How do I remove a Note Type?

  1. Highlight the Note Type to be removed.V

  2. Press the X button.

  3. Answer Yes to the Delete Confirmation screen.

NOTE: Deleting a Note Type removes it from all records in the database.


Mark-It How-To Document