Create a new note

To create a new note

1. Select Create New Note on the CRM Notes Summary window.

   The CRM Note Edit dialog box opens.

   

2. Enter the desired text in the Headline field.

3. Select the dropdown menu to select the desired Category of Note.

4. Select (...) to the right of the Station field, and select the name of an associated station.

5. Select (...) to the right of the Group field, and select the name of an associated group.

6. Enter the desired note text in the lower field.

7. If desired, you can associate a note with an event:

   1. Select the row header of an event in the Event Summary.

   2. Select Associate Note With Event.

   3. Select the desired note from the CRM Note Select dialog box.

   You can repeat Step 6 to associate other notes with the same event or different events.

8. Once an event is associated with a note, you can associate additional notes to that event from the CRM Notes Summary window.

   1. Select the row header of a note already associated with one or more events in the CRM Notes Summary window.

   2. Select the desired event from the list.

   3. Select Notes for Selected Event.

   4. Select Associate Note With Event.

   5. Select the desired note from the CRM Note Select dialog box.

9. Select Save.

   Note: Selecting Cancel will clear all fields on the dialog box.