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Adding details to existing file notes

Once created, a File Note can be used to keep historical records of all correspondence, meetings and conversations with contacts on any given subject. File Notes allow you to quickly record important details and capture the times and dates for later use. When used fully, each File Note will become a complete record of all dealings on a subject, complete with dates and times.

How to add more details to a file note
  1. Open the client or contact’s Documents tab, Analyse Documents page or Find Documents page to list the client/contact’s documents.
  2. If the File Note is not listed in the table, find the File Note using one of the following methods:
    • Enter text in the Text field and click Search.

    • Enter the reference number in the Reference No. field and click Search.

    • Select a possible date for the File Note from the Display documents from drop-down to list all of the clients’/contacts’ documents from that date.

  3. Double-click the File Note in the table. The File Note page opens.
  4. Click Add Detail. A new line displaying the editor and the date is inserted in the table.

  5. If you want to link other documents to the file note, click the ellipse button in the Linked item cell of the table. See Linking items to file notes for more details.

  6. Press [Tab] or place your cursor in the edit field below the formatting toolbar and enter the contents of the note.

  7. Use the formatting toolbar to apply any formatting to the note content. These options work in the same way as other Windows products.

      The following options are available:
    • Change fonts, font size and/or font colour

    • Add bold/italic/underlining

    • Align left/centre/right

    • Create a bulleted list

    • Undo/redo

    • Print.

  8. Click OK.

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