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How to add a note to a supplier record

Last modified 08:03, 24 Apr 2017
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  1. On the main toolbar click the Suppliers button File:dirname/pm/030_Suppliers/140_How+To.../110_How+to+add+a+note+to+a+supplier+record/Supplier_button_on_main_toolbar_SMALL.gif.
    The Find Suppliers page is displayed.

  2. In the Search for field, type in the name (or part of the name) of the record you want to search for.

  3. Click Search or press the [Enter] key.
    The records that match your search criteria are listed in the window.

  4. Double-click the record you want to add the note in.
    The Supplier page for the selected record is displayed.

  5. Click the Main tab to display it.

  6. In the right hand column, click the Add button File:dirname/pm/030_Suppliers/140_How+To.../110_How+to+add+a+note+to+a+supplier+record/Add_button.gif under the Note box.  The Note page opens.

  7. Enter the title of the note in the Title field. The Date field automatically displays the current date.

  8. Enter text in the box and then click the OK button File:dirname/pm/030_Suppliers/140_How+To.../110_How+to+add+a+note+to+a+supplier+record/ok_button.gif to save the note.

    The note is saved and you are returned to the Main tab page.  The newly added note is displayed in the Notes box along with its title and date.

Related Topics

About Suppliers

How to search for and open a supplier record

The Supplier page

How to view supplier details

The Main tab

How to add a supplier alias

How to delete a supplier alias

How to edit a note in a supplier record

How to preview and print a note in a supplier record

How to delete a note from a supplier record


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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