Employee Notes
You can view the employee notes from the Employee form by clicking the Notes tab at the top of the form. The Notes tab displays a single line item list of all the notes that have been entered for the selected employee. Clicking on the ellipse button next to a specific notes will open the Employee Notes form displaying the details of that specific employee note. All the fields in the employee notes list are read only.
To add new employee notes from the employee notes list, you should click the last little yellow folder next to a blank line item.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The Schedule button will open the Schedule Activities form, which will allow you to schedule an activity to be displayed in the Day Planner calendar.
The New button will clear the form to allow a new note to be added.
The Delete button will delete the selected Note.
The Close button will close the Employee Notes form.
Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.
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