Add notes to a record

You can add notes to most records in the STRUMIS system. Typically, you can type free text directly into the note field, or you can add one or more predefined notes. The most common place to add notes is on a record's Notes tab. The example below shows the Notes tab for a purchase order record.

Predefined notes

To access predefined notes

Click the Predefined Notes button. (If you are adding a predefined note somewhere other than on a Notes tab, this button may have an alternative label, but its purpose will be obvious.)
The Predefined Notes form is displayed.

To define a note

On the Predefined Notes form:

1.            Click the New button.
The New Note form is displayed.

2.            Specify a name for the new note and click OK.
The name is added to the list on the Predefined Notes form.

3.            Choose the note name from the Select Note From List panel and type free line text into the Preview/Edit Notes area. It is also possible to copy and paste into this window.

4.            Click Save.

To add a predefined note to a record

On the Predefined Notes form:

1.            Select a note from the list.
If you want to append the note to other that are already present on the Notes tab (or other location), clear the Replace existing notes check box.
If you want to use the selected note to replace other notes that exist on the Notes tab (or other location), select the Replace existing note check box.

2.            Click Add.
The note is added

3.            When you have added the required notes, click Close.