Contacts-Logs-Notes

See Also

 

This portal shows a chronological history of all notes associated with a contact's related projects. To access it, in the Contacts Detail View, select Notes from the Logs tab's Action drop-down list.

 

 

Add:

Click this button to add additional notes.

Grid

Date:

The date on which the note was created.

 

Time:

The time the when the note was added.

 

By:

Person who has created the notes.

 

Type:

The type of note (for example, phone call, callback, test log, etc.).

 

Project No.:

The project number whose notes appear in the grid.

 

Project Name:

The name of the project associated with the notes.

 

Description:

A brief description giving a general idea about the note.

 

Edit:

Click the row to view or edit note details.

 

Delete :

Click to remove the selected item from the portal.

 

Sort:

The list can be sorted by clicking the column headers.

 

Button Panel

Help:

Opens the EngineerOffice Help in the Contacts section.

 

Filters:

Use the portal filters to narrow the list of items displayed in the portal.

 

From-To:

These fields limit the notes displayed in the grid to those that fall within the date range specified.

 

By:

This field limits the notes displayed in the grid to those created by the specified person.

 

Project:

Make a selection from the drop-down list to specify the project whose notes you want to view.

 

Type:

Filter the notes by specific type (for example, phone call, callback, test log, etc.).

 

Action

 

New:

Select this option to add new notes.

 

List:

Select to view all notes.

 

Find:

Select this option to search for notes associated with a contact.

See Also