Overview
The Notes Module has been introduced as a separate module in Release 6.2.0 to allow for ease of use and access. Use the this module to create, view, and import Notes and attachments to records in Sugar.
Notes actions
The Actions bar on the Notes tab displays the following options:
Create Note or Attachment. Click this option to create a note or an attachment for a call, a meeting, or a task as described inCreating Notes and Attachments.
View Notes. Click this option to create or view notes as described in Creating Notes and Attachments.
Import Notes. Click this option to import external data into a note as described in Importing Data.
Creating Notes and Attachments
You can create and view notes from the Notes module or from the History sub-panel of a record’s Detail View. Notes enable you to add comments on a subject and maintain a record of discussions pertaining to a call, meeting, or task. You can also attach supporting documents to a note.
To create a note or add attachments
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Select the Create Note or Add Attachments from the Actions bar of the Notes module or click the Create icon on any page in the Notes module.
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Enter information for the following fields in the Create (Notes) page:
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Contact. Enter the name of the contact. Click Select to choose one from the Contacts list or to search for a contact in the list.
Related To. Select the related record from the drop-down list or click the Select icon to search for one.
When you type a character in a field, the system performs a quick search of possible values and presents a list of values starting with that character. Typing additional characters restricts the search results.
When searching for a name, Sugar respects the Name Display Format setting on the User Preferences page. If the setting specifies “s f l” (Salutation First Last), then Sugar displays a list of first names that start with the specified character. For example, if you enter “A”, the system displays first names starting with “A”. Similarly, if the Name display format specifies “s l f”, then the system displays last names starting with “A”.
Subject. Enter the subject of the note. This is a mandatory field, as indicated by the red asterisk.
Attachment. Click Browse to attach a document that located on your machine, navigate to the location of the file, and select the file.
Note. Enter the text of the note in this box.
Assigned to. Enter the text of the note in this box.
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To assign the note to a user, scroll down to the Other section, and click the arrow button to select a user from the Users list.
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Click Save to create the note or attachment; click Cancel to return to the Notes home page without saving your changes.
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Managing Notes
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To edit or delete multiple notes,use the Mass Update panel in the Actions drop-down list of the Notes List View as described in Editing and Deleting Multiple Records.
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To view the details of a note, click its Subject on the Notes List View.
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To edit the information, navigate to the Detail View of the Note, click Edit, revise the information, and click Save.
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To duplicate the information, click Duplicate in the note’s Detail View page.Duplication is a convenient way of creating a similar note. You can change the information in the duplicate record to create a new note.
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To import notes, select Import Notes from the Actions bar of the Notes tab. For more information on importing data, see Importing Data.
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To delete the note, click Delete on the note’s Detail View page.
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