Note No - Displays a system generated note number.

Attached to - Displays the customer/supplier/contact/task the selected note/attachment is attached to.

Created By - Displays the operator code and name of the creator of the selected note/attachment.

Date & Time - Displays the date and time the selected note/attachment was created.

Template - Clicking the drop down arrow allows users to select from a list of note templates that have been setup in their system. Please refer to CRM List Maintenance to add/remove/edit note templates.

Category – Clicking the drop down arrow allows users to select from a list of categories that have been setup in their system. Please refer to CRM List Maintenance to add/remove/edit note categories.

Add/New Attachment – Allows user to select the attachment to be added. Options are;

•Add Existing File - Navigates users to File Explorer to select an existing document to attach.

•Microsoft Word -

a.Blank Document - Navigates users to File Explorer to name the new document then opens a blank Word document.

b.New from Existing - Navigates users to File Explorer to select an existing file to open, once existing file is selected File Explorer will open again to name the new file, the existing file will then be copied and open in Word as the new file.

c.From Template - Allows users to select from a list of saved Word templates, once a template has been selected users will be navigated to File Explorer to name the new file, the existing template will then be copied and open in Word as the new file.

•Microsoft Excel -

a.Blank Worksheet - Navigates users to File Explorer to name the new document then opens a blank Excel document.

b.New from Existing - Navigates users to File Explorer to select an existing file to open, once existing file is selected File Explorer will open again to name the new file, the existing file will then be copied open in Excel as the new file.

c.From Template - Allows users to select from a list of saved Excel templates, once a template has been selected users will be navigated to File Explorer to name the new file, the existing template will then be copied and open in Excel as the new file.

•Text File -

a.Blank File - Navigates users to File Explorer to name the new document then opens a blank Notepad txt file.

b.From Template - Allows users to select from a list of saved Notepad txt templates, once a template has been selected users will be navigated to File Explorer to name the new file, the existing template will then be copied and open in Notepad as the new file.

•Outlook Item -

a.Outlook Message - Navigates users to a pop up to select the Outlook message to be attached.

b.Outlook Msg Attachment - Navigates users to a pop up to select the relevant Outlook message to then select the attachment to be attached.

Please refer to Attaching an Outlook Message or Attaching an Outlook Message Attachment for more information.

Delete Attachment - Allows users to delete the selected attachment.

Attachments – Displays the filename/s of the attachment/s. Double clicking the filename will allow users to view the attachment.

The note contents or description.

Save Note - Allows users to save a note including all of the files attached to the note.

Delete Note - Allows users to delete a note including all of the files attached to the note.

Customer/Supplier/Contact/Task - Displays the Customer/Supplier/Contact/Task the files/attachments will be attached to.

Users can drag and drop files/attachments and/or copy and paste files/attachments from external sources. Please note in some instances when using drag and drop, the files will be moved, not copied.

Attach Files - Attaches the files/attachments to the selected Customer/Supplier/Contact/Task and allows users to edit the Note/Attachment before clicking OK.