Entering User-Defined Notes

Select a user-defined note category to write a note for this customer, vendor, or product. Define categories for user-defined notes in the following control maintenance records:

Define as many as 20 note categories, such as, "Special Dates" or "Freon Purchases" that you can use to write notes. Note categories cannot be assigned for individual entities or products, but each note you write is specific to that entity or product.

To enter user-defined notes for a customer, vendor, or product:

From the Files menu select Customer, Vendor, or Product to display the customer, vendor, or product screen.
Enter a name to display a customer, vendor, or product record.
Use the Notes hot key to display the Notes screen.
Select the note category for this customer, vendor or product, and press Enter.
Type the note pertaining to the category you picked for this entity or product. The screen allows 999 lines of 68 characters each.
To read the note, use the Notes hot key. The note does not display automatically on any other screen, as do Customer and Vendor Reminder Notes, Order Entry Messages, or Order Entry Reminder Notes for products.