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Conduct a search for the company that you wish to
edit. The Search Results window appears with the
companies listed based upon your search criteria.
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As shown above, you can access the Edit Company
function by either selecting the company and clicking the Edit
Company button located in the horizontal toolbar, or
right-clicking and selecting the Edit Company entry in
the shortcut menu. The Edit Company Details
window appears.
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Click the Notes tab to add and
manage information for your selected company. The
Notes tab appears.
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To add a note describing a situation regarding your
selected company, click the Add
button. The CreateUpdateForm: Add Note window appears.
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When adding a note, you have three features that
assist you in informing future viewers regarding its contents.
A Title field allows you to attach an inscription to the
note that will briefly identify the substance of the note. The
Type field allows you to notify viewers that the
information is standard in nature, or alert them to important
information. The Message field is a free-form text
field that allows you to type as much information as necessary.
Once you have created your note, click the Save button as
shown above to commit your changes to the database. The
Notes window appears with the newly added note attached.
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Once you have created your notes, you can edit the
message by selecting the note, and clicking the Edit
button. The CreateUpdateForm: Add Note window reappears
and allows for editing.
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To remove a note, simply select the note from the
list and click the Remove button. This not
only removes the note from the company, but deletes it from the
database as well.