Notes

About Notes

When describing the companies within your CES database, many objects make up their definition.  With the CES Notes feature, you can record vital information regarding your companies and preserve these notes for future reference.  This becomes an ideal way of communicating necessary information about a manufacturer or supplier where all within your organization can view.

When Managing Notes

  • You must be logged onto both ENOVIA and CES to access the Edit Company function.

  • Information contained within the Company Header cannot be modified.  This information is created during the initial company introduction and remains constant within the database.

Accessing the Edit Company Details Window

Within CES, there are many methods of accessing the Edit Company Details window. To complete the scenario below, select one of the following methods:

 
If You Are Using the... Then...

Search Results Window

  1. In the Search Results window, select the company that you want to edit.

  2. Right-click, and select Edit Company from the shortcut menu

-OR-

  1. Click the Edit Company button located in the Search Results window's horizontal toolbar.

Properties Window
  1. Within the Properties window of the company that you want to edit, click the Edit Company button located in the Properties window's horizontal toolbar.

How To Edit Company Details: Notes Information

For the following scenario, the Accessing the Edit Company Details Window: Search Results Window method is used to access the Edit Company Details window. 
  1. 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.

  2. 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.

  3. Click the Notes tab to add and manage information for your selected company.  The Notes tab appears.

  4. To add a note describing a situation regarding your selected company, click the Add button.  The CreateUpdateForm: Add Note window appears.

  5. 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.

  6. 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.

  7. To remove a note, simply select the note from the list and click the Remove buttonThis not only removes the note from the company, but deletes it from the database as well.

Edit Company Details: Notes Window

This table describes the fields displayed in the Edit Company Details: Notes window.

Fields Description
Title An inscription that briefly identifies the substance of the note.
Type Notifies viewers that the information is standard in nature, or alerts them to important information
User Identifies the person that created the note.
Create Data Identifies the date that the note was created.
Message Free-Form text that communicates the necessary information.


This table describes the buttons displayed in the EditCompanyDetails: Notes window:

Button Description
Opens the CreateUpdateForm: Add Note window and allows you to create a note to attach to the selected company.
Opens the CreateUpdateForm: Add Note window and allows you to make modifications to the current data.
Deletes the selected note from the organization's Notes list.  This removes the note from the selected company and from the database as well.