Account Structured Note - Revision history

Dina at 07:38, 8 July 2020

2020-07-08T07:38:28Z

← Older revision		Revision as of 07:38, 8 July 2020
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	'''Memo''' - To enter multiple lines text, use the Memo field. This allows you to enter any length of data and cut it into lines.		'''Memo''' - To enter multiple lines text, use the Memo field. This allows you to enter any length of data and cut it into lines.

	'''Values List''' - The Values Selection List allows you to use any existing values list from ~~CommitCRM~~, or add a new list of values for your convenience. The list values can be edited at any time by selecting '''[Edit List...]''' from the list pull-down menu.		'''Values List''' - The Values Selection List allows you to use any existing values list from RangerMSP, or add a new list of values for your convenience. The list values can be edited at any time by selecting '''[Edit List...]''' from the list pull-down menu.

	[[File:Structured-note-add-entries.png]]		[[File:Structured-note-add-entries.png]]

Robert at 14:34, 20 August 2014

2014-08-20T14:34:01Z

← Older revision		Revision as of 14:34, 20 August 2014
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	[[File:Structured-note-secondary.png]]		[[File:Structured-note-secondary.png]]

			==See Also==
			* [[Accounts]]

Robert: /* Structured Note Templates */

2014-08-20T14:31:42Z

Structured Note Templates

← Older revision		Revision as of 14:31, 20 August 2014
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	# From the '''Settings menu > Accounts > Structured Note Templates > New'''.<br/><br/>		# From the '''Settings menu > Accounts > Structured Note Templates > New'''.<br/><br/>
	# While adding a new section to an Account, click '''Save As Template'''.<br/><br/>		# While adding a new section to an Account, click '''Save As Template'''.<br/><br/>
	~~<structured~~-note-template-new.png>
			[[File:Structured-note-template-new.png]]

	In the New Template window:		In the New Template window:
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	Alternatively you can save an existing Structured Note '''section''' as a Template by clicking '''Save as Template''' on the Edit popup.<br/><br/>		Alternatively you can save an existing Structured Note '''section''' as a Template by clicking '''Save as Template''' on the Edit popup.<br/><br/>
	~~<structured-note-template.png>~~

	[[File:Structured-note-template.png]]		[[File:Structured-note-template.png]]

Robert at 14:30, 20 August 2014

2014-08-20T14:30:17Z

← Older revision		Revision as of 14:30, 20 August 2014
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	# In the popup you can add a section header, new field entries (manually or from a template) and edit the values. <br/><br/>		# In the popup you can add a section header, new field entries (manually or from a template) and edit the values. <br/><br/>

			[[File:Structured-note.png]]

	===Add Entries===		===Add Entries===
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	'''Values List''' - The Values Selection List allows you to use any existing values list from CommitCRM, or add a new list of values for your convenience. The list values can be edited at any time by selecting '''[Edit List...]''' from the list pull-down menu.		'''Values List''' - The Values Selection List allows you to use any existing values list from CommitCRM, or add a new list of values for your convenience. The list values can be edited at any time by selecting '''[Edit List...]''' from the list pull-down menu.

			[[File:Structured-note-add-entries.png]]

	===Change Sections Order===		===Change Sections Order===
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	<structured-note-template.png>		<structured-note-template.png>

			[[File:Structured-note-template.png]]

	===Edit Template===		===Edit Template===
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	Structured Note is available in read-only mode when using the Web interface. All details can be viewed, however, updates can be made only when using the Client application.		Structured Note is available in read-only mode when using the Web interface. All details can be viewed, however, updates can be made only when using the Client application.
	~~<structured-note-web.png>~~

			[[File:Structured-note-web.png]]

	==Structured Note in Secondary Contacts==		==Structured Note in Secondary Contacts==

	You can also have Structured Notes defined in Secondary Contacts so any extra information you want to save in the record for a contact can now easily be done and is visible on the contact preview on the Contacts tab and also on the Structured Note tab in the Secondary Contact details popup. Structured Notes allow you to save an almost unlimited amount and variety of information with the Contact record and with templates you can rapidly apply the same data format to new Contacts.		You can also have Structured Notes defined in Secondary Contacts so any extra information you want to save in the record for a contact can now easily be done and is visible on the contact preview on the Contacts tab and also on the Structured Note tab in the Secondary Contact details popup. Structured Notes allow you to save an almost unlimited amount and variety of information with the Contact record and with templates you can rapidly apply the same data format to new Contacts.
	~~<structured~~-note-secondary.png>
			[[File:Structured-note-secondary.png]]

Robert at 14:21, 20 August 2014

2014-08-20T14:21:08Z

← Older revision		Revision as of 14:21, 20 August 2014
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	==Searching Within Structured Note==		==Searching Within Structured Note==

			Entries and their values can be loaded from a template and added to a section either from the main Account's Preview tab, or while editing the Structured Note Section. Entries which are added from a Template are always appended to the section at its end. The entries order can be changed by editing the section and going to Setup mode using arrows “move up/down”.


	==Web Interface==		==Web Interface==

			Structured Note is available in read-only mode when using the Web interface. All details can be viewed, however, updates can be made only when using the Client application.
			<structured-note-web.png>


	==Structured Note in Secondary Contacts==		==Structured Note in Secondary Contacts==

			You can also have Structured Notes defined in Secondary Contacts so any extra information you want to save in the record for a contact can now easily be done and is visible on the contact preview on the Contacts tab and also on the Structured Note tab in the Secondary Contact details popup. Structured Notes allow you to save an almost unlimited amount and variety of information with the Contact record and with templates you can rapidly apply the same data format to new Contacts.
			<structured-note-secondary.png>

Robert: /* Structured Note Templates */

2014-08-20T14:19:18Z

Structured Note Templates

← Older revision		Revision as of 14:19, 20 August 2014
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	===Delete Template===		===Delete Template===

			Deleting templates can be done from the Edit Template window via:

			# From the '''Settings menu > Accounts > Structured Note Templates >''' choose the template you want to delete.<br/><br/>
			# From the entity’s '''Preview Tab''' or '''Structured Note Tab''', click the arrow next to the “Add Structured Note Section” option and choose '''Edit Structured Note Template''' and choose the template you want to delete.<br/><br/>

			Then in the Template Setup popup window, click '''Delete''' at the bottom-right corner of the window to delete this Template.<br/><br/>


	===Using Templates===		===Using Templates===

			Entries and their values can be loaded from a template and added to a section either from the main Account's Preview tab, or while editing the Structured Note Section. Entries which are added from a Template are always appended to the section at its end. The entries order can be changed by editing the section and going to Setup mode using arrows “move up/down”.

	==Searching Within Structured Note==		==Searching Within Structured Note==

Robert: /* Structured Note Templates */

2014-08-20T13:47:00Z

Structured Note Templates

← Older revision		Revision as of 13:47, 20 August 2014
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	===Edit Template===		===Edit Template===

			Editing templates can be done from the following places:

			# From the '''Settings menu > Accounts > Structured Note Templates >''' choose the template you want to edit.<br/><br/>
			# From the entity’s Preview Tab or Structured Note Tab, click the arrow next to the “Add Structured Note Section” option and choose '''Edit Structured Note Template''' and choose the template you want to edit.<br/><br/>

			In the Template Setup window you can:

			# Rename the template in the Template Name field at the top of the window.<br/><br/>
			# Edit the Labels and change the data type for the first editing entries.<br/><br/>
			# Add entries via the '''Add Data Entry''' button or add a bunch of entries from an existing template using the '''Add Entries From Template''' option.<br/><br/>
			# Use the Up/Down arrows to change the order of the entries in the template.<br/><br/>


	===Delete Template===		===Delete Template===

Robert: /* Structured Note Templates */

2014-08-20T13:41:44Z

Structured Note Templates

← Older revision		Revision as of 13:41, 20 August 2014
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	Creating templates can be done from the following places:		Creating templates can be done from the following places:

	# From the Settings menu > Accounts > Structured Note Templates > New.<br/><br/>		# From the '''Settings menu > Accounts > Structured Note Templates > New'''.<br/><br/>
	# While adding a new section to an Account, click Save As Template.<br/><br/>		# While adding a new section to an Account, click '''Save As Template'''.<br/><br/>
	<structured-note-template-new.png>		<structured-note-template-new.png>

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	# Enter the template name.<br/><br/>		# Enter the template name.<br/><br/>
	# Edit the Label and choose the data type for the first entry.<br/><br/>		# Edit the Label and choose the data type for the first entry.<br/><br/>
	# Click Add Data Entry to enter additional entries. It is also possible to add a bunch of entries from an existing template using the Add Entries From Template option.<br/><br/>		# Click Add Data Entry to enter additional entries. It is also possible to add a bunch of entries from an existing template using the '''Add Entries From Template''' option.<br/><br/>
	# Use the Up/Down arrows to determine the order of the entries in the template.<br/><br/>		# Use the Up/Down arrows to determine the order of the entries in the template.<br/><br/>

	Alternatively you can save an existing Structured Note section as a Template by clicking Save as Template on the Edit popup.<br/><br/>		Alternatively you can save an existing Structured Note '''section''' as a Template by clicking '''Save as Template''' on the Edit popup.<br/><br/>
	<structured-note-template.png>		<structured-note-template.png>

Robert: /* Structured Note Templates */

2014-08-20T13:39:29Z

Structured Note Templates

@@ Line 59: / Line 59: @@
 ===Create Template===
@@ Line 66: / Line 81: @@
 ===Using Templates===
 ==Searching Within Structured Note==

Robert at 13:02, 20 August 2014

2014-08-20T13:02:56Z

← Older revision		Revision as of 13:02, 20 August 2014
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	==Structured Note Templates==		==Structured Note Templates==

			Structured Note Templates allow you to define a set of predefined entries, with labels and values, which can be easily added as a section to the Account.


	===Create Template===		===Create Template===



	===Edit Template===		===Edit Template===