Notes

Daily notes enable you to leave notes for the entire staff about daily operations. For example, the person closing the shop at night may need to leave a note for the person opening in the morning. This could be something like, "Coupons mailed today. Start of oil change special."

If there are notes for the current day,

To Access Daily Notes

Click the Notes button in the main toolbar The Notes button in the toolbar. or press CTRL + N.

The Daily Notes window.

Toolbar

The toolbar above the date contains standard formatting tools you would find in any word processing application.

The following table describes the toolbar.

Toolbar

Description

Justification buttons Click to justify whole paragraphs to the left, right, or center.
Formatting buttons Click to bold, italicize, or underlined selected text.
Cut, Copy, and Paste buttons Click to cut, copy, or past selected text.
Print button Click to print the note to your default printer.

Font tools

Click the dropdown lists to select the font and the size of text.

Buttons

The following table describes the buttons along the bottom of the window.

Button

Description

Go To

Click to jump to a specific date you enter. The date at the top of the window changes to display the date entered.

Previous and Next

Click through the available notes. The buttons open the previous or next page of notes, not the previous or next calendar day.

Master Page

Click to open the Master Page of notes.

Master Page notes do not change frequently and are specific to one date. This might be general instructions or emergency phone numbers.

OK

Click to save notes or edits to notes.

To Create Notes

You can create a note for any date. However, you must click the Go To button to change the date at the top of the window and refresh the screen.

If there is an existing note on the page and you want to create a note for a future date, select the date and click Go To.

Complete these steps:

  1. Click the Notes button.
  2. Type in or select the date.
  3. Click the Go To button.
  4. Click OK.

To Delete Notes

You can delete any note from the past, present, or future.

Complete these steps:

  1. Use the Previous and Next buttons to navigate to the note.
  2. Delete the text.
  3. Click OK and the note is deleted.