Open/Amend Notes

When a Note has been added within the Asset Management module, for example, Asset Notes, Request Notes or Acquisition Notes, as detailed in the Creating Notes section, they can be viewed and/or amended by opening the Note.

The example below is for is for opening and amending an Asset Note but the functionality is the same for other types of Notes.

To open a Note click on the link in the Note column:

And the Note will be displayed

On this form you can amend the message by clicking in the Message box.

You can delete the Note by clicking on the  button

You can set a Reminder or if the Set Reminder option is already selected, you can make changes to the Reminder options.   This is further detailed in the Reminders section.  You will not be able to remove any Recipients that have already been added.

You can add a new Attachment by clicking on the  button (as detailed in the Attachments section) or remove any Attachment by clicking on the Attachment tab on the Grid at the bottom of the screen and clicking on the  button on the left hand side of the Grid.