Range Add Notes

Accountants Enterprise only

This option allows you to add a new note that you specify, to a range of contacts in your database. Select Utilities > Notes > Range Add Notes.

Filter: At this one hundred and fifty alphanumeric character field, you may establish a condition so that the routine only adds the new note to a specific set of contacts. For example, if you enter the condition D169 EQ 'Doctor', then the note will be attached only to those contacts that have the title of 'Doctor'.

Sequence

Select either User defined sequence or System Sequence to determine the method by which you wish to add the note to the contacts in your Central Database ledger. See below for further details.

User Defined Sequence

If you selected the User defined sequence radio button, once you complete data entry in the current window, you are prompted to define a sort sequence; the Create Sort Sequence window displays.

System Sequence

If you selected the System Sequence radio button, you are then prompted to select the range of contacts to be included in the listing. You have the option to enter a mask if required. Press Enter to bypass this field if necessary.

Click OK to save the information entered in the Range Add Notes window and the Add Notes window displays. At the Note code field nominate a code by which the Note will be indexed and click either [Tab] or [Enter]. You are then able to type in the body of the note being added to the range of contacts.

Once you have completed the note, click OK and to attach the note to the range of contacts.

If you select a note code that is already used for any of the contacts selected in the range, you are given the option to overwrite the existing note or not.