Notes

Virtually unlimited notes can be recorded for Clients and Debtors.

Type as you would on a keyboard. The editor uses the following commands.

Function Keys

- F1 Help.............. Opens up this help topic
- F2 Pick............. Pick from database fields and other items
- F5 Print.............Print all your notes
- F7 Delete............Delete the current line
- F8 Save and Exit.....Save the notes and exit

Exiting

- Press F8 to save and exit.
- Click the left mouse button outside the notes to save and exit.
- Press ESC to not save and exit.
- Click the right mouse button outside the notes to not save and exit.

Traversing

You can use the arrow keys, Page Up, Page Down, Home, End and Backspace keys to move anywhere on the screen. Or use your mouse and click to the location that you want to go.

Selecting

You can select sections of text by either holding down the left mouse button and dragging it over the text that you want to select or hold down the Shift key and use the Arrow keys to select the text.

Copying

After you have selected the text that you want to copy, select Edit from the top menu bar and then select Copy from the drop-down choices. This is useful if you want to copy notes between different Debtors.

Deleting

After you have selected the text that you want to delete, select Edit from the top menu bar and then select Delete from the drop-down choices. This is useful if you make a mistake while entering notes or you want to remove old notes.

Pasting

When you want to paste text that you have already copied, select Edit from the top menu bar and then select Paste from the drop-down choices. The text will be pasted at the current cursor location.

Each time a new Debtor note is entered, the Date, Time, User ID and current Status are automatically written on the first line.

Notes can also be entered using Contact Plans. If you select an action code whose contact plan contains a Note Event, the Date, Time, current Operator's ID, and the Debtor's current Status are recorded on a note line along with the note from the contact plan event Description field.

See Also

- Copy Notes