This release includes an upgrade to the notes stored for clients, suppliers and jobs. The text will now appear in a block, with three lines visible for each note line. This allows easier note entry and viewing
e.g.
Use Alt+Enter if you want to insert a line break within your note e.g.
This is the first line of the note [Alt+Return]
- this is a bullet point note on the second line of the note
The ‘Enter’ key on it’s own will save the note.
Notes will appear in Date/Time descending order by default. If you want to change this, click on the column heading ‘Date & Time’ to show dates ascending. Expedient will remember this ordering when the Notes screen opens again.
There is also an update to allow deletion of notes. There is an option to allow some users to delete notes. Where this option is on, the User Options, available from the User Masterfile, will include a tick box for ‘DEL_NOTES’.
This will allow the selected users to use the Delete button in the Notes screens. Super Users will always be allowed to delete notes regardless of the system option.
To turn this option on, please raise a Support Ticket quoting ‘DEL_NOTES SOME’.