Notes tool lets you easily write down and save memos in the form of text notes for every element in DocuNote organization tree, contacts and companies in the address book, and tasks.
To access the Notes panel, right-click the item and select Notes from the contextual menu, click Ctrl+J (or Alt+N), or access it from the Note-pane on the items properties.
<aside> ⚠️ Please note:
The pane “Notes” is only visible if activated on the Metaform of the element. For details, see Managing forms .
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To create a new note:
Click the Create icon in the Notes panel.
Fill in the following fields.
| Permission profile | Se section below |
|---|---|
| Note type | Let you apply the predefined or custom note type to the note. For details, see ‣ |
| Note | The information text |
| Subject | The summary information |
| Occurrence | The date the note is relevant for. |
| Public access | Let you apply the "public access" status to the note. |
Please note: The license "Public access" should be activated to use this feature. For details, see ‣ |
Sometimes, you may come across situations where you need only a few individuals to see a particular note. Firstly, you need to create the profile where you will specify users who will have read-access to the notes. For details, see Notes settings