Notes

R.O. Writer has daily notes that let you leave notes for the entire staff about daily operations. For example, there are many times when whoever closes the shop 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 Notes

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

The toolbar above the date contains standard formatting tools.

Across the bottom, there are the following functions:

To Create a Note

You can create a note for any date, but 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 a Note

You can delete any note - 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.