Important Notes on File (SMI710)

If you display a record for a customer, vendor, or an item has an urgent note attached to it, the system automatically displays the urgent note in the Important Notes on File dialog box when you access the selected record.

You can:

Double click a note line to display the View Note screen, which lists the note subject and text, note type, category, date created, and date edited.

Highlight a note and select the Print button to access the Print Options screen. You can specify to print the note to a selected printer or file and specify margin settings for the printout. .

Select the All Notes button to display all notes for the specified item or customer.

Select the Urgent Only button to display only notes marked as urgent.

Select the Entry button to access Note Entry (SME710), where you can edit the urgent note, if you have permission to edit the associated note category.

Select the Done button to exit the Notes feature.