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The Processing Notes dialog provides a way to store notes and information about a client so that staff members are aware of any special rules, guidelines, or notations that affect the setup or processing for that client. The Processing Notes dialog can also be used as a call log of interactions with the client or for any notations that a staff member wants to make about the client.
You can resize and move the dialog itself anywhere on the screen; it will remain available in the background even when it's not currently in focus. Processing notes are available only when you are working in a client-related screen.
Click the Toggle Processing Notes 
button in the toolbar when a client-related screen is open.
Fields & buttons
button next to the Font Color button to select the color to be applied to either the selected text or the text that you subsequently enter.
button. Click this button to move the currently selected note to the cell directly above it. You can only move notes up and down in the list when the Sort by field is set to As Arranged.
button. Click this button to move the currently selected note to the cell directly below it. You can only move notes up and down in the list when the Sort by field is set to As Arranged.
button. Click this button to delete the currently selected note.Was this article helpful?
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