Notes

The Notes tab can be found in the customer folder.

Creating a New Note

To create a new Note click the Add/New icon on the bottom button bar.

Select a Category to Save the Note to and type the new Note below.

Click Save.

Filter Notes

To Filter Notes by category, Click the icon in the top right corner of the category box and select which Category you wish to Filter by.

Copy Notes

You can copy a note by selecting the note box and right-clicking the highlighted material, then click Copy.

Also, If you right click over the grid, you can copy Notes in three different ways:

1) "Copy All Notes"

This allows you to copy all the notes for that folder

2) "Copy Selected Note"

Allows you to copy the Note you have highlighted

3) "Copy Selected Row(s)"

Allows you to Copy selected Row(s) 

Selecting Notes for E-mailing or Printing

Double-click the box of your desired Note under the "SEL" column. A green circle Check should appear.

OR

Right-click over the Grid and select "Select All Notes"

Click either the email or print icon on the bottom Button Bar.

Email:

Address your email then click the green Add/Process button on the bottom Button Bar.

Print:

Click the Print icon.

Then Click Print.

Highlighting a Note

All USR Notes can be Highlighted. To Highlight a Note, right click over the Note's column in the Grid and select "Highlight".

The count on the Notes tab will now show the count of highlighted notes

Deleting a Note

Onlu "user" notes, not "system" notes can be deleted.

In order to Delete a Note you must have "Delete" permission

To Delete a note, right-click over the note line and select "Delete" from the menu. If you DO NOT have the permission to Delete, you will NOT see the menu item for "Delete".

For NEX Customer Portal Users: Marking a Web Note as Read

If a customer makes an online customer portal request for an estimate, a Folder will be created in Nexsyis. On the notes tab, a record of the request will show.

The note will be highlighted until a user right-clicks and selects "Mark Web Note as Read".

Nexsyis will record it as read on the note and in the Audit Log.