In this Quick Reference Guide, you will learn how to add Quick Notes to the Appointment Book. This Guide assumes that the user understands how to edit appointments.
Adding Quick Notes
To Add a Quick Note to the Appointment Book:
- Click the Note tab.
- Right-click on the Note Grid.
- Click on New.
- Select Quicknote from extended menu.
In the Quicknote window:
- Complete the required note fields indicated in red.
- Click OK
Note now appears in Note Grid with a green note pad icon.
