Notes - Revision history

Tcampbell at 18:54, 8 December 2022

2022-12-08T18:54:05Z

Gandrews: Gandrews moved page Notes Overview to Notes

2020-10-08T14:33:41Z

Gandrews moved page Notes Overview to Notes

Gandrews at 20:50, 8 September 2020

2020-09-08T20:50:04Z

Gandrews at 20:46, 8 September 2020

2020-09-08T20:46:04Z

Freddy at 16:59, 29 June 2020

2020-06-29T16:59:51Z

Freddy at 19:27, 21 May 2020

2020-05-21T19:27:12Z

Freddy at 19:26, 21 May 2020

2020-05-21T19:26:03Z

Freddy at 18:59, 21 May 2020

2020-05-21T18:59:08Z

Freddy at 18:58, 21 May 2020

2020-05-21T18:58:23Z

Freddy at 18:57, 21 May 2020

2020-05-21T18:57:49Z

@@ Line 1: / Line 1: @@
 ==General Information==
@@ Line 75: / Line 76: @@
 ==Related Topics==
+[[Mail Reader and Email Tage]]
 [[Category:General Interface]]
 [[Category:Training Guides]]

← Older revision		Revision as of 20:50, 8 September 2020
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	* Sales Opportunities and Campaigns		* Sales Opportunities and Campaigns

−	[[File:Notes_Screen.png\|1080px\|http://www.abiscorp.com/faq/images/4/45/Notes_Screen.png]]	+	[[File:Notes_Screen.png\|1080px\|link=http://www.abiscorp.com/faq/images/4/45/Notes_Screen.png]]

← Older revision		Revision as of 20:46, 8 September 2020
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	* Sales Opportunities and Campaigns		* Sales Opportunities and Campaigns

−	[[File:Notes_Screen.png\|1080px]]	+	[[File:Notes_Screen.png\|1080px\|http://www.abiscorp.com/faq/images/4/45/Notes_Screen.png]]

← Older revision		Revision as of 16:59, 29 June 2020
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	[[Category:General Interface]]		[[Category:General Interface]]
		+	[[Category:Training Guides]]

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 The Notes application can be opened from the Icon Shortcut bar, or from within a specific record, and the results displayed can differ based on how you loaded the Notes screen.
 ===Access From the Shortcut Bar===
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 Note records can be added several different ways, but the main distinction is between manually added notes and automated notes.
 ===Adding a Note Manually===
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 # Enter the note contents in the Message area.
 # Click the 'Save Changes' Action button.
 ===Automated Notes from Message Control===
 Emailing records from within Adjutant will automatically create and link a note record to the parent Organization and Contact records involved using the destination email address to link the record. Maintaining thorough and accurate email addresses in your Organizations and Contacts keeps this feature working automatically behind the scenes and creates a record of communication for every email action you take. The Document Vault integration keeps a record of the actual document(s) linked to any email communication so that you have a stored copy inside Adjutant of every document shared with each Contact.
 ===Automated Notes from Email Integration===

← Older revision	Revision as of 14:33, 8 October 2020
(No difference)

@@ Line 1: / Line 1: @@
-General Information
+==General Information==
 The Notes application is a system-wide feature in Adjutant that is integrated with many of the key application modules. The Notes application enables users to store and track all types of notes from multiple sources and keep them tied to a specific record. This allows for frictionless research on the history of a specific customer, vendor, project, or even a single invoice. Many note types are automatically cross-linked to several records, such as customers and project records, making it even easier to find all of the relevant history, no matter where you start from. This functionality also means that when you are looking at a specific Organization, you can see every saved note for that Organization, whether it is related to a specific invoice, a specific contact with that Organization, or an internal note on a project tied to that Organization.
@@ Line 18: / Line 18: @@
 [[File:Notes_Screen.png|1080px]]
 How To Access
 The Notes application can be opened from the Icon Shortcut bar, or from within a specific record, and the results displayed can differ based on how you loaded the Notes screen.
-From the Shortcut Bar:
+===Access From the Shortcut Bar===
 Clicking on the Notes Icon from the Shortcut Bar will launch the Notes screen with all Note records linked to the logged in user. This method of accessing the Notes screen can be useful when you are looking for a recent note, or when you wish to add a new note and manually link it to an Organization, Contact, or other record.
@@ Line 28: / Line 29: @@
 [[File:notes.png|50px]]
-From a specific record:
 In the Actions list for records that are integrated with the Notes application, clicking the 'Show Notes' action button will launch the Notes screen with all notes related to the record displayed. For example, if you are viewing the Organization record for 'ABC Supplies', all notes linked to that customer, whether they are from Sales Orders, AR Invoices, or Work Orders, will be displayed.
@@ Line 35: / Line 37: @@
-General Use
+# To manually add a note, launch the Notes screen either from the Shortcut Bar, or from a selected record with Notes integration.
+# Click the 'New Note' Action button.
-Note records can be created a couple of different ways.
+# Enter the Company, Contact, or other record criteria to link the note with.
+# Complete other field entries as desired for items like Priority, Note Owner, Note Type, and Follow Up date.
+# Enter the note contents in the Message area.
-How to Access
+# Click the 'Save Changes' Action button.
-Not to be confused with document notes (Items, SO lines,etc)
+Emails from outside of your Organization can also be directed automatically to specific records inside of Adjutant using email tags. System defined email tags work with a dedicated Notes email account to link email text to specific records inside of Adjutant. For example, a customer's approval response of a project change order received via email can be forwarded to the Notes email address and automatically store the approval record with the Adjutant Project record. No need to dig through your email application when the approval is linked and easily visible right on the project.
-Advanced Features
+Follow Up Alerts
-FAQ
+CRM and Sales Special Integrations
-Setup
+[[Category:General Interface]]

@@ Line 16: / Line 16: @@
 * Sales Opportunities and Campaigns
-[[File:Notes_Screen.png|800px]]
+[[File:Notes_Screen.png|1080px]]
 How To Access