Notes

Notes

 

Ongoing communication, relevant notes and specific information e.g. payment commitment details can be recorded in the Notes tab for various modules. Note Types are set-up per module and then attached to each Note to assist in identifying and categorising the information being recorded. System settings control entering of Notes in specific forms e.g. sales order, but in general, comments can be entered in at any time and deleted as appropriate.

User name and date and time details are automatically updated as the notes are saved.

TypeSelect the note type from the drop down list. These are set-up in the Configuration->Note Types screen of each moduleLast Modified DateDate time note was created or modifiedLast Modified ByUser login name to JiwaNote TextUsed to record any communication or notes e.g. payment commitments made, difficulties with stock deliveries. Using the [Enter] key in this field adds a new line to the text