Notes Tab (Associates)

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Associate Menu
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Notes Tab (Associates)
ROLE PRIVILEGES NEEDED: <udl-white>Associate Note Type<udl-white> | <udl-white>Inactivate / Activate Associate Notes<udl-white> | <udl-white>Delete Associate<udl-white> |

ADD NOTE | FILTER | INACTIVATE NOTES | SHOW INACTIVE | EDIT NOTE  | DELETE NOTE | REPORTSQUIZ

ADD NOTE <returntomenu>menu ↑<returntomenu>

To add a note to an associate file, select "Add Note".

Enter the required information and click "Save" when finished.

FILTER <returntomenu>menu ↑<returntomenu>

You can search the notes by Note Type

From and To Dates

You can enter a keyword and click "Search"

INACTIVATE NOTES <returntomenu>menu ↑<returntomenu>

You can inactivate notes by clicking on the icon below.

The note will be removed from view but not deleted.

SHOW INACTIVE <returntomenu>menu ↑<returntomenu>

To see the inactive notes, click on "Show Inactive".

EDIT NOTE <returntomenu>menu ↑<returntomenu>

You can either edit a note by clicking on the link as below for the specific note you choose.

You can edit the information and click "Save"

DELETE NOTE <returntomenu>menu ↑<returntomenu>

You can delete a note by clicking on the link as below for the specific note you choose.

You can delete the note by clicking on "Delete".  You only have the ability to delete the note within 24 hours.  After that the note can not be deleted.

REPORTS <returntomenu>menu ↑<returntomenu>

Associate Notes <btnw>   PDF     ▾  <btnw> option includes:

Associate Notes <btnw>   Spreadsheet     ▾  <btnw> option includes:

You also have the ability to export the notes by choosing the type of export (PDF or Spreadsheet) and then choose "Export".  

Interactive Tutorial