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; other notes function as memos to a specific topic and can only be printed from the notes window itself.
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 into a Notes window, you are pasting unformatted text from your computer’s clipboard. Because of that, copying the contents of multiple Excel rows and columns and pasting it into a Notes window removes all the row and column structure.
To paste a selection of text from Word or Excel to Sage 100 ContractorNotes
- In Word or Excel, select text, right-click it, and choose Copy.
- Open a Sage 100 Contractor Notes window.
- Right-click once in the window, and choose Paste.
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.
To enter a note
- On the menu bar, click Notes.
- Type the note.
- On the File menu, click Save.
Note: After creating a note, the Create Note button changes to the Notepad button.
To view a note
- To view a record note, on the menu bar, click the Notes button.
- To view a grid note, from a grid with a Notes column, double-click the Notes cell.
To print a note
- In the Report Printing window, select the Notes or Grid Notes check boxes.
To delete a note
-
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.
-
- 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:
- On the File menu, click Save.
To insert information into a note
- To insert a date into 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.
To check the spelling in a note
- On the Edit menu, select Spell Check.
To enter a note for a line in a grid
- In the Notes cell, type your note.
- On the File menu, click Save.
To undo changes in a note
- On the Edit menu, select Undo.
Important! You can undo only the last change.