Entering / Editing Notes Data
- There are 4 categories of Notes:
1. General Notes, 2. Tasks / Activities 3. Communications (Send, Recv), 4 MVDB Affiliated
Data is stored in the center column/pane after it's edited in the right column. All data is edited in the right column,
and then auto put where it goes in the center column when you press the Add It Button.
Tips: Use 'right-click, copy, cut & paste' to Import/Export Data in the right pane.
Put the location of Pictures associated with this Event/Activity. ie https://mysite, or cloud storage or C:\a folder or
put the physical location such as a filing cabinet, where CDs and/or zip drives are stored.
- Click on an Item(middle pane) to Edit or Delete (right pane) the Item.
The 'Add It' Button puts the new/edited Data in the middle pane to be saved in the Notes.
The number of the position in the list, then the Date, by the Author (Alias), also Edited Date and Author are inserted automatically
- MVDB Affiliated Column is handled totally automatically by the software when Event/Activities add or delete MVDB attachments, and/or
Subjects/People join or quit Group/Business membership.
- See 'How To' and additional details below: Go
Send/Export only Selected Note(s)
(Use when not Exporting all or no Notes)
- Set up the Export to the Report in the Share section of the Chronology Page, then go to the Notes.
.
- Check the Box provided, hold down the 'CTRL' key, then click on the Note(s) that you wish to Export.
- Click the Send Button to Add this Event to the Reports Page for Saving and/or Sharing.
Creating, Moving To, and Comparing Event Groups
- Create an Event in an Event chain:
- Find a Rcur Event referencing an Orig in the Group, or create one
- Open Notes Box while on the new Rcur Event, a Button is provided (not shown),
or change a parameter other than Notes.
- Once the Rcur Event becomes an Orig, It is automatically inserted in the Event Group Chain.
Compare 2 Events in the Group Chain
- Use the 'Go' Buttons to move to other Event(s) in the Group.
- Press the 'Compare To' Button, the current Event is selected as 'Compare To',
- Now use the 'Compare Prev' or 'Compare Next'. Move to find what you want.
Use the appropriate Button to Compare the 'Prev' or 'Next' Event with the Compare To Event.
You can also close this Note Page and then 'Compare To' another Event/Activity or MVDB Notes.