For various types of records, you can enter notes to provide relevant comments. You can input several different notes to provide required information. Whatever the type of record, the method of processing notes is the same.
When you select the Notes form for a record, any existing notes are listed:
You can scroll through the notes and choose to amend a note, to clear one that is no longer needed or Add Note to create another entry.
When you choose to add or edit a note, an input screen appears:
Here you can input multiple lines of free-format text, which automatically word-wraps within the window. You can specify a title for each note, so that particular types of note can be identified. You will be able to apply attributes to this text (such as making it bold, italicized, or adding bullet points).
A series of drop-down lists and buttons appears above the text area. You may apply the attributes in the same way as for a word processor. Thus, you may choose a font, set bolding on or off, or select the required alignment to apply to text as you type it in, or can select an existing piece of text and apply an attribute to it.
Check Controlled Note if this entry can only be seen by users with the required permission set through their Login Profile.
Click OK to save any changes or Cancel to return without saving.
If you have any queries, please report these to your KeyedIn administrator in order to raise a ticket in the Zendesk Customer Portal.