Part 1: View a system note
1. Click the View drop-down arrow.
2. Click the System Notes list item. The System/User Notes form opens.
3. Review the System Notes Reusable By All.
4. Click the Close (X) button on the System/User Notes form.
Part 2: Apply the system note to customer order DC385 and add an internal note
1. Click the Open icon.
2. Type customer orders in the Filter field.
3. Click the Customer Orders list item.
4. Click the OK button. The Customer Orders (Filter in Place) form opens.
5. Type dc* in the Order field.
6. Click the Filter in Place icon.
7. Click [any DC000003XX customer order] in the grid.
8. Click the System Notes icon on the toolbar.
You can also click the Actions drop-down arrow and click the Notes for Current list item.
9. Click the Attach Detach Reusable… button. The System/User Notes (Modal) form opens.
10. Click to select the Attach check box for the Customer Thank You field.
11. Click the OK button. The Subject and Note fields on the Object Notes (Linked) form are
populated with the thank you note information.
12. Click to clear the Internal check box. This is not an internal note.
13. Click the New icon.
14. Type [your initials] - Expedite in the Subject field.
15. Type Customer called to expedite this order in the Note field.
16. Click the Save icon.
17. Click the Close (X) button on the Object Notes (Linked) form. Note: There is an orange
indicator showing next to the System Notes icon.
18. Click the System Notes icon. The Object Notes (Linked) form opens.
19. View the 2 notes you added.
20. Click the Window drop-down arrow.
21. Click the Close All list item