Working with Notes
You can keep notes with each record, which can prove helpful when reviewing data later. You can save notes with individual records, as well as with individual rows in a grid. Some notes print with specific reports, while other notes serve as memos for a specific topic and can only be printed from the notes window itself.
Entering, viewing, printing, and deleting notes
If you want to move the location where notes print on a document, you can modify the form design.
Important! When you create a note in a Report Printing window, the note appears on all documents.
- On the toolbar, click the notes (
) button. - In the Notes window that opens:
- If this is an important note that you want users to see when they display the record, click in the top (yellow) section of the Notes window, and then type the important note.
- If this is an ordinary note that will not pop open when a user opens the record, click in the bottom section of the Notes window, and then type the note.
- Click > .
Note: After creating a note, the notes () button changes to the Notepad (
) button.
With the note displayed in the Notes window:
- To insert a date in a note, on the Insert menu, select Current Date.
- To insert a client’s address into a note, on the Insert menu, select Client Address.
-
To insert an employee address into a note, on the Insert menu, select Employee Address.
- To insert a vendor’s address into a note, on the Insert menu, select Vendor Address.
-
To insert a field into a note, on the Insert menu, click Fields.
- In Word or Excel, select text, right-click it, and then select Copy.
- In Sage 100 Contractor, open the record that contains the note you want to update, and then open the Notes window.
- Right-click once in the window, and then select Paste.
- On the Edit menu in the Notes window, select Spell Check.
- In the Sage 100 Contractor record, in the Notes cell, type your note.
- Click > .
- On the Edit menu in the Notes window, select Undo.
Important! You can only undo the last change.
- To view a note for the record, on the toolbar, click the notes () button.
- To view a grid note, from a grid with a Notes column, double-click the Notes cell.
- In the Report Printing window, select the Notes or Grid Notes checkboxes.
-
On the menu bar, do one of the following:
- For a record note, click the notes () button.
- For a grid note, double-click the Notes cell.
- For a record note, click the notes (
-
- On the File menu, click New.
- To erase a portion of a note, select the text and press the Delete key.
Do one of the following:
- Click > .
Displaying important notes when you open a record
You can add important information that you want to draw to users' attention when they open a particular record.
For data entry windows that have a notes () button in their toolbar, you can enter information in a reserved "important" section at the top of the Notes window. The next time you or another user opens the record, Sage 100 Contractor displays the important information in a pop-up window.
Example: If there are special conditions attached to an invoice, you can add an important note to the invoice to make sure that you or other users processing the invoice do not overlook that condition.
To close the pop-up window, you press [Escape] or [Return].
You can suppress the display of important notes by selecting Options > Hide Important Notes On Save in the Notes window.
Pasting text from other programs into a note
You can paste a selection of text from Word or Excel into any Sage 100 Contractor Notes window, for example, the notes window on 9-5 Takeoffs.
Note: When you paste text into a Notes window, you paste unformatted text from your computer’s clipboard. Therefore, copying the contents of multiple Excel rows and columns and pasting it into a Notes window removes all the row and column structures.