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  •     QAD Glossary

  • Make a Note
    Notes are a useful method of taking down vital information regarding a particular profile or contact. Notes get updated to the Transaction History for that profile, and can be referred to at a later date.
    When you click this button on the toolbar, the Make a Note window displays. In this window, select the Profile or Contact for whom you want to make a note.
    The Make a Note window also lets you perform the following functions:
    Add contact details for a new contact
    Refresh Profiles and Contacts information
    Set up user preferences for view columns
    Add attachments and make associations
    View profile details for selected profile
    View contact details for selected contact
    Add opportunity
    Insert selected details or an imported file
    Check spelling and grammar
    Note: Press F7 to invoke the spelling and grammar check option. This option is available only for text-based fields. The system displays a confirmation message when the check is complete.
    Once you make a note and save it, you can view it from the Profiles module in Activities|History.

    Make a Note
    The Make a Note window contains the following tabs:

    Make a Note Tabs
     
    Tabs
    Action
    Contact Notes
    Add your notes for the selected profile in the Contact Notes tab. Various look-ups are available to help you create note details.
    You can assign a follow-up activity, if required, by clicking on the relevant button at the bottom right. You can also mark a note as private by selecting the Private check box.
    Contacts
    View information related to the contacts of the selected profile here. This tab also lets you add or edit a contact.
    Activities
    View the activities associated with the contacts of the selected profile here. Two views at the bottom of this window let you view both planned activities and activity history.
    Opportunities
    View the opportunities associated with the selected profile here. The views at the bottom right let you add descriptions and opportunity lines.
    Campaigns
    View the campaigns associated with the selected profile here.
    History Notes
    View associated history notes for the contact.