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The note form may vary depending upon what type of object (customer, item, quote, salesman, etc) you are working with. But the general layout and options are very similar.
Notes may be viewed by clicking the book icon
Clicking the open book icon located in the lower left corner of a window will display any associated notes for that item. A closed book icon indicates that no notes are available. An open book tells you there are notes in the file. Notes are available for all users to view with a couple of important exceptions below.
Private Notes
A note marked as Private will only be displayed to the author or to Users who are designated as Super-Users or MasterQ Super Users. This may be helpful in limiting the number of displayed notes.
Requires Quote Authorization to View
A note marked as Requires Quote Authorization to View will only be displayed to users who are authorized to use the MasterQ program. Typically these would be notes related to customer pricing. Agenda Development offers a family of programs that streamline various office functions, but not all programs or users need access to your pricing information. For example, our NaftaBlaster uses the same customer database to create Nafta certificate of origin documents quickly. MasterQ typically adds notes to the customer file when quotes are created. Users who are given access to the NaftaBlaster may not necessarily be permitted access to your pricing. This feature allows you to enter notes regarding pricing without disclosing the information to every person using your system.
Must View Notes
The Must View option is a feature of MasterQ-PRO.
A very handy feature is the Must View option for notes. Checking this box will force the note to be displayed anytime an object is accessed. For example, if you have a customer who requires freight charges to be included in quoted prices, you could add a Must View note explaining this. Anytime you begin to create a quote using MasterQ, the reminder note will pop up before you may proceed. This feature could also be used to remind you of the customer's credit status, or to remind you to refer the customer to a particular sales rep or distributor.
Who can Change or Delete a note?
When notes are created, a Delete Date can be specified. When that date is reached, the note is scheduled for removal and will be deleted without any further action. If no Delete Date is entered, the note will never be automatically erased.
Notes may also be removed manually. Agenda Development programs attach the user's initials to each note that is created. Only the user who originally created the note or a Super User can edit or delete it manually.
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