Company profile overview and field definitions > Notes tab
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Notes tab
A note allows you to convey information to other users who will access it from within CRMRight. The Notes tab displays notes that have been added for a company. When you use the company on an order, these notes will be displayed on the order. Users of other TMWSuite applications can also view these notes.
The color of the Notes tab, as well as that of the area at the bottom of the window, signifies the status of the note(s) attached.
• Gray
No active notes are attached. Expired notes may be attached.
• Yellow
At least one active note is attached, and none of the active notes has an Alert/Note status of Alert. However, expired notes with an Alert status may be attached.
• Red
At least one active note with a status of Alert is attached.
Notes tab
Regarding
The note filter selected for the note. Although CRMRight itself does not make use of note filters, you can use the filters on the Notes window in other TMWSuite applications.
Note: New note filters can be set up in the NoteRe label, accessed in System Administration.
Seq
The numeric identifier assigned to notes as you add them. Lower numbered notes were added earlier than higher numbered notes. By default, notes are sorted by the sequence in which they were added.
Text
Contains the contents of the note.
Level
Drop-down list from which you select an internal classification for the note.
Notes:
1. The options are user-defined in the NotesLevel label, accessed in System Administration.
2. This classification is strictly informational. It is not used by the system for any purpose.
Alert/Note
To indicate that the note is of critical importance, select the check box to flag it as an alert.
On screens in TMWSuite, notes that are alerts are identified by the color red. Those that are not tagged as alerts are identified by the color yellow.
Expires
Enter the date and time the note is to expire, if applicable.
Note: By default, expired note continues to display in the Notes window indefinitely. This behavior can be changed by editing the following General Info Table settings:
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Last Updated By
Identifies the user ID of the person who last updated the note.
Last Updated
Identifies the date and time the note was last updated.