Overview
The Notes facility is accessed via selection of the
icon from the Toolbar section of the
agreement form (or the Notes option from the Edit menu)
and is used to create and edit various notes against five different areas.
Note: Notes may be keyed from other areas of the system in addition to the Kompact agreement form and accessed here.
Tip: Once notes are present for any of the notes areas then a tick is placed against the relevant option within the drop-down menu.
Selection of the icon
displays the Notes Sub-Menu that enables notes to be accessed, created and edit for
the following areas of the system:
Agreement
Vehicle
Driver
Customer
Account
Agreement Notes Dialogue Box
Consists of many lines of free-format text for the entry of user-defined notes against the selected agreement . Each line holds up to 96 characters of text. The system automatically enters text lines denoting the user id and date on which the notes were added. The notes are saved automatically on exit from the notes form. If notes exist a comment will be shown in the status bar of the window saying Notes Exist.
Vehicle Notes Dialogue Box
Consists of many lines of free-format text for the entry of user-defined notes against the selected marketing vehicle record. Each line holds up to 96 characters of text. The system automatically enters text lines denoting the user id and date on which the notes were added for example, .
Driver Notes Dialogue Box
Links to the driver customer record notes. Consists of many lines of free-format text for the entry of user-defined notes against the driver of the selected vehicle. If no driver is allocated the notes option is not available. Each line holds up to 96 characters of text. The system automatically enters text lines denoting the user id and date on which the notes were added
Customer Notes Dialogue Box
Consists of many lines of free-format text for the entry of user-defined notes against the selected CRM company record. Each line holds up to 96 characters of text. The system automatically enters text lines denoting the user id and date on which the notes were added..
Accounts Notes Dialogue Box
Provides a link to the notes held against the sales ledger account associated with the current agreement. Each line holds up to 96 characters of text. The system automatically enters text lines denoting the user id and date on which the notes were added.
Command Buttons
A number of command buttons are available:
OK: Saves the text entered into the Notes Dialogue Box for recall at a later date.
Cancel: Enables any edits to be cancelled.