Go to Bottom

View Notes & Tasks Screen

In this Topic: Show


The View Notes & Tasks screen is accessible via the Tasks icon on the Main Menu of the program or by the keyboard shortcut Ctrl+Shift+T. This screen can be used to locate notes or tasks, that may or may not be related to an order, customer, product or supplier record, by using the pre-defined filters that are provided at the top of this screen.

Refer to the Related Topics at the end of this article to find other Knowledge Base topics that may be of interest.  

Click the Show link next to "In This Topic" at the top of this page to see a series of links in outline form, which can be used to quickly jump to that section of the topic.

In addition, major topics may provide a brief synopsis of a field's purpose or direct the reader to the appropriate section of the topic by scrolling over the image. To return to the previous location within the same page, right-click the mouse and select [Back].

If clicking a field directs the reader to a different Knowledge Base topic, it will open in a new tab or window, leaving the currently viewed topic open. The browser's settings determine whether a new tab or window is opened.

Description of the View Notes & Tasks Screen

Figure 1: View Notes & Tasks screen

Filters Provided on the View Notes & Tasks Screen

Assigned to:

Entered By:

Show: Check Boxes

Notes with Followup Tasks
All Notes

Include: Radio Buttons

Past Due & Due Today
Due in the Next 5 Days
All Open Tasks
Include Completed Tasks

Note Type Drop-down List

Close Button

Fields and Controls on the View Notes & Tasks Screen

View Outgoing Email Button


Task Completed Button

Cancel Task Button

Reply Button

Clear Filter Button

Search Button

Add Button

Edit Button

Delete Button

Note List Box

Note Text Box

Entered Field

By Field

Event Field

Priority Field

Keywords Field

Followup Field

Assigned To Field

When Due Field

Completed Field

Type Field

Has Email Check Box



Related Topics

Created: 1/24/11

Go to Top