Notes Usage - Revision history

Joshco at 02:06, 11 November 2016

2016-11-11T02:06:55Z

2016-11-10T21:28:19Z

2014-06-17T21:00:38Z

Viewing a Note

2014-06-17T21:00:23Z

Deleting Notes

2014-06-17T21:00:10Z

Finding Other Accounts with the Same Note

2013-10-03T23:22:33Z

Editing a Note: Linking to a Document

2013-10-03T23:22:19Z

Creating a Note

2013-10-03T22:13:23Z

2013-10-03T21:35:12Z

2013-10-03T21:27:56Z

Deleting Notes

@@ Line 37: / Line 37: @@
 <span style="color: Red">'''TIP:''' Remember the saved note will be attached to all accounts accessible under the current [[Filtering Functions|filter]].  Make sure the filter is set to a single account if the note is only relevant to that account."
-[[File:AttachDoc.png|Center|1000px|Frame|Attaching a document]]
+[[File:AttachDoc_1.jpg|Center|1000px|Frame|Attaching a document]]
 [[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]

@@ Line 50: / Line 50: @@
 <span style="color: Red">'''TIP:''' Remember the note will be deleted from all accounts accessible under the current [[Filtering Functions|filter]].  Make sure the filter is set to a single account if the note is to be deleted from only that account."
-[[File:DeleteNot.png|Center|800px|Frame|Attaching a document]]
+[[File:DeleteNot.jpg|Center|800px|Frame|Attaching a document]]
 ===Finding Other Accounts with the Same Note===

← Older revision		Revision as of 21:00, 17 June 2014
Line 7:		Line 7:

	[[File:ViewANote.png\|Center\|1000px\|Frame\|Viewing a note]]		[[File:ViewANote.png\|Center\|1000px\|Frame\|Viewing a note]]
−
−	~~[[Notes\|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve\|Home]]~~

	===Creating a Note===		===Creating a Note===

← Older revision		Revision as of 21:00, 17 June 2014
Line 53:		Line 53:

	[[File:DeleteNot.png\|Center\|800px\|Frame\|Attaching a document]]		[[File:DeleteNot.png\|Center\|800px\|Frame\|Attaching a document]]
−
−	~~[[Notes\|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve\|Home]]~~
−

	===Finding Other Accounts with the Same Note===		===Finding Other Accounts with the Same Note===

← Older revision		Revision as of 21:00, 17 June 2014
Line 62:		Line 62:
	*<span style="color:#2E5894">Click on the note of interest to open the viewing panel.		*<span style="color:#2E5894">Click on the note of interest to open the viewing panel.
	*<span style="color:#2E5894">All account linked to the note are listed at the foot of the panel.		*<span style="color:#2E5894">All account linked to the note are listed at the foot of the panel.
−
−
−	~~[[Notes\|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve\|Home]]~~

@@ Line 35: / Line 35: @@
 *<span style="color:#2E5894">The added document will appear as a link under the note text in the editing browser (this can be opened with click).
 *<span style="color:#2E5894">Click the '''Save''' button.
 <span style="color: Red">'''TIP:''' Remember the saved note will be attached to all accounts accessible under the current [[Filtering Functions|filter]].  Make sure the filter is set to a single account if the note is only relevant to that account."
@@ Line 41: / Line 42: @@
 [[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]
 ===Deleting Notes===

@@ Line 18: / Line 18: @@
 *<span style="color:#2E5894">Add a title, select the message type, and if required a reference for internal use in the fields provided.
 *<span style="color:#2E5894">Enter the text of the note, and click the '''Save''' button.
 <span style="color: Red">'''TIP:''' Remember the saved note will be attached to all accounts accessible under the current [[Filtering Functions|filter]].  Make sure the filter is set to a single account if the note is only relevant to that account."

@@ Line 8: / Line 8: @@
 [[File:ViewANote.png|Center|1000px|Frame|Viewing a note]]
-[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
+[[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]
 ===Creating a Note===
@@ Line 23: / Line 23: @@
 [[File:MakeANote.png|Center|1000px|Frame|Viewing a note]]
-[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
+[[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]
 ===Editing a Note: Linking to a Document===
@@ Line 39: / Line 39: @@
 [[File:AttachDoc.png|Center|1000px|Frame|Attaching a document]]
-[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
+[[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]
@@ Line 53: / Line 53: @@
 [[File:DeleteNot.png|Center|800px|Frame|Attaching a document]]
-[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
+[[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]
@@ Line 63: / Line 63: @@
-[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
+[[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]

← Older revision		Revision as of 21:35, 3 October 2013
Line 52:		Line 52:

	[[File:DeleteNot.png\|Center\|800px\|Frame\|Attaching a document]]		[[File:DeleteNot.png\|Center\|800px\|Frame\|Attaching a document]]
		+
		+	[[Configuring Ellserve\|Parent]] - [[Ellserve:Ellserve\|Home]]
		+
		+
		+	===Finding Other Accounts with the Same Note===
		+	<span style="color:#2E5894">'''>> To find which other accounts use the same note:'''
		+	*<span style="color:#2E5894">Navigate to the note browsing panel.
		+	*<span style="color:#2E5894">Click on the note of interest to open the viewing panel.
		+	*<span style="color:#2E5894">All account linked to the note are listed at the foot of the panel.
		+

	[[Configuring Ellserve\|Parent]] - [[Ellserve:Ellserve\|Home]]		[[Configuring Ellserve\|Parent]] - [[Ellserve:Ellserve\|Home]]