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 Maintenance menu select Customer, Vendor, or Product to display the Maintenance window you want to edit.
Enter the ID to display a customer, vendor, or product record.
Select Additional > [Customer, Vendor, or Product] Notes to display the Notes dialog box.
In the Available Titles area, select the note category to edit or create a note.
In the Notes area, type the note pertaining to the category you picked for this entity or product.
Note: The name of the Notes area is determined by your selection in the Available Titles area, such as Personnel Notes or Hardware Notes.
To read the note, select Additional > [Customer, Vendor, or Product] Notes. The note does not display automatically on any other window, as do Customer and Vendor Reminder Notes, Order Entry Messages, or Order Entry Reminder Notes for products.
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