Notes
Overview
The notes function allows us to record Notes specific to one of the platform functions that we believe are relevant. The notes function is accessible from the following platform functions.
Permissions
As a user with notes permissions, you will be able to Create, View, Edit and Delete Notes data from the Portal.
To access Contact notes, you need to have the following permissions.
- ContactNote.View
- ContactNote.Create
- ContactNote.Edit
- ContactNote.Delete
To access Organisation notes, you need to have the following permissions.
- OrganisationNote.View
- OrganisationNote.Create
- OrganisationNote.Edit
- OrganisationNote.Delete
To access Matter notes, you need to have the following permissions.
- MatterNote.View
- MatterNote.Create
- MatterNote.Edit
- MatterNote.Delete
To access Project notes, you need to have the following permissions.
- ProjectNote.View
- ProjectNote.Create
- ProjectNote.Edit
- ProjectNote.Delete
Create a note
To create a new note click on the free text notes area at the bottom of the screen, type what you wish to record against a contact and click the File button to save the note to the notes screen.
Edit a note
To edit a note you can click on the pencil icon for the note you wish to edit. This will pop-up an update note modal. You can modify the text and click save to update the note.
Delete a note
Function available in the application, but still needs to be exposed in the UI.