(Dansk version)

Overview

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.

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Please note:

• The Notes tool may be affected by some default settings - see Notes settings </aside>

Accessing the Notes panel

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 MetaForm - Managing forms .

  

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Creating a new note

To create a new note:

1. Click the Create icon in the Notes panel.

   • Alternatively, you can select the item and click Ctrl+N (or Ctrl+Alt+J) without opening the Notes panel first.

   

2. Fill in the following fields.

   

| Permission profile | Let you limit the access based on predefined profiles.

Please note: Assigning profiles to the notes requires setting up corresponding settings by administrator - see ‣ ◦ The “Permission profile” can be optional of mandatory - Setting (116)/(117) | | --- | --- | | 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 ‣ |

1. Click Create when done.

Working with notes