Reading and Modifying Notes

You can read notes that are attached to a record or a collection. In many cases, you can also modify notes.

Reading/Modifying Notes Attached to a Record or Collection

1. Open a form and select a record that has notes attached. You can tell which records have notes attached by checking for one of the following:
   • In the toolbar, the Notes button is highlighted when a record has an object note (notes for current record) attached.
   • The status bar for a record with a note attached displays the word NOTES.
   • The Actions menu for records with a note attached displays a check mark before the Notes for Current and/or Notes for All option.
2. To open the appropriate notes form:
   • For single-record notes, use Actions>Notes for Current to open the Object Notes form.
   • For class notes (notes for all records in a collection), use Actions>Notes for All to open the Class Notes form.
3. In the notes grid, select the note you want to read or modify. The subject identifier and note text display. If these fields are inactive, the note is a reusable note - click Attach/Detach Reusable if you need to modify it. If the note includes an attached file, you can view the attachment by clicking Open Attachment. If no notes are displayed, but the Actions menu has a check mark indicating that a note exists for the record, then the note is a private (non-system) user note added by another user.
4. (Optional) Modify the subject and note text as required.
5. When you are finished, you can save your changes, if any. To do this, either click OK or save the notes record.

Reading and Modifying System/User Notes

You can also directly read and modify reusable system or user notes without having to open a form that the notes attached to records.

To do this, select View>System Notes. This opens the System/User Notes form where you can read and modify notes as described in the previous section.

Related Topics

Working with Notes

Creating and Attaching Notes

Deleting Notes

Detaching Notes and Files

Class Notes Form

Object Notes Form

System/User Notes Form