Add a Note / Alert to a Contact
- Stephanie Pepper (e-manage|ONE)
The Add a Note / Alert action menu item allows you to add a note to the currently open Company Location. You will see the name of the currently open company location in a label just above the text box where you type the note.
Notes cannot be edited or deleted. The reason being is that every note created can be "sent" to a user as an alert that the user must acknowledge reading before it goes away. Unlike e-mail these alerts cannot go to a "Junk" box and the sender can run a search of all alerts created that have not yet been acknowledge or that have been acknowledged using the "Search Historical Alerts" window. Alerts appear in one of your toolbars on the main window of e-manage (where yours is located will depend on whether your administrator has customized your toolbar layout)
Fill out the form including the Type drop down box and click the save button (unless you want to send the note as an alert to another user(s), then continue reading).
Alerts can be created on a note after the fact of being saved or during initial saving using the megaphone button in the toolbar. When you click the megaphone a pop-out panel will appear with all of your users listed
Notes that are attached to a contact are viewable under the Notes section of the History menu.
All of the text boxes in e-manage are enabled with spell check. Misspelled words will appear with an underline which you an right click on to correct the spelling error, ignore or add to a shared company dictionary. We recommend adding items to your dictionary whenever the word (or name) is spelled correctly, but is reporting as an error because the dictionary is shared with your entire company so you only have to add it once. Also, users tend to ignore underlines when they see items underlined that are not misspelled and could miss an important misspelling.