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Form Manager

Notes Tab

You can add a notes tab to any form layout.  The notes tab will provide a history of all the notes that have been entered for a record.  You can also add new notes from the notes tab.

To add the notes tab:

1. Open the from manager for the module you would like to add the tab to.

2. Select the layout you would like to add the notes tab to.

3.  Tabs are located on the left side of the form manager under the section labeled "Additional Tabs".  The notes tab is under the heading "System Tabs".  Click and drag the notes tab to one of the open tab spaces above or below the form.

4. Click "Save Form Layout" when finished.

5. When you open a record from that module you will new see the notes tab.  You can click on this tab and it will bring up all previous notes that were sent to this record.  You can also add notes by clicking "new note" on the tool bar.

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