Navigate to the Notes tab:
Click the
button at the top taskbar. -> Notes tab.
Purpose of the Notes tab:
This screen is used to create, modify, and delete various notes.
What you see in the Notes tab:
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Selected project information.
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New Note button creates a new note.
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Edit Note button edits the selected note.
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Delete Note button deletes the selected note.
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Print Note button prints the selected note.
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Project's Documents button opens Documents of ______ screen that contains all the documents associated with the project.
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Customers button opens the customer list screen.
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Project's Activities opens the Production Control screen.
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Recordings button opens the recordings list of the current project.
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Lead Properties opens the lead properties screen.
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Close button closes the menu.
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H opens the lead history screen.
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SMS buttons opens the send SMS screen.
How to use the Notes tab:
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Make this note a task (3), if necessary.
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Type note content in Note Content (5).
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Select the required note in Notes List (2).
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Make the necessary changes.
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Select the required note in Notes List (2).
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Click on Delete Note (5).
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