Opening And Editing A Note

Only the Notes Window can edit the contents of a Note record.

But the only way to open a Notes Window is from a different window, such as the Notes Index Window that's working with a single note, or a list of them.

In this 'other' window, you typically use a keyword search to find the record you want to open/edit in a Notes Window.

When you find that record you normally just double click on it and it opens up in a new Notes Window.

Or, you could single click on the record, and then click the Edit Selected Note, or Edit Note hyperlink to have the note opened in a new Notes Window.

The best window for locating, selecting, and displaying a particular note is the Notes Index Window because it displays all the Note records in a project.

You open it by clicking on the Notes Index hyperlink that's found near the top of every window in the software.

It's easy to use keyword searches to find the Note record you want to load in a list of Note records.

Then when you've found the record you want, just double click on it to load it into a Notes Window so you can edit it.

Or, you can single click on the Note record, and then click the Edit Selected Note hyperlink to do the same thing.

For example, in the image below, a search was done using the keywords 'George and Gracie' to find the note that's being displayed in the Notes Window at the top of the page.

The first of the two notes that were found, is the one we want displayed.

So, all we need to do is double click anywhere on it to load it into a Notes Window (next image).

Or, we could single click it to select it, and then click the Edit Selected Note hyperlink.

Either way, the Notes Window opens and the note is displayed in it.

Note records are created by Idea, Task, Subtask, and Work Session records and any windows that work with these records have a Display Notes hyperlink in them.

This image shows an Idea record that's linked to 81 Note records.

The record is being displayed in an Ideas Window, it's editing window, and on the left side of this window is the Display Notes hyperlink.

When you click the Display Notes hyperlink in this window, you'll see an "Index" type window, similar to the one shown in this image.

You can use keyword searches in this window to find a particular note record, and then you can click on the window's Edit Note hyperlink to have that note displayed in a Notes Window.

The image shows the window, after its searched for the keywords 'George And Gracie' and found the first matching record that contained them.

You can't edit and save the changes to the note using this window, only the Notes Window can edit and save changes to a Note.

So to open this note in a Notes Window, you'd click on the Edit Note hyperlink, near the top left part of the window.

Then you'd see a new Notes Window open and display the note.

Now you can edit it.

For example, in the image below, a Note's Data File Links window is open and the Data File Link record that represents the picture of the two deer in the images of the Notes Windows show above is selected.

If you click on the Display Note hyperlink in that window, the note will be opened and displayed in a Notes Window.

The Notes Window behaves like a Word Processing window, but it has a lot less features than any commercial Word Processor.

You can edit content in all the typical ways.

Make sure you press the Save hyperlink often when you're working with notes, because the Notes Window does not automatically save content for you, like most of the other windows in the software do.

You can select content and apply new style settings to it by clicking on the required set of "style components" found on the right hand side of the window.

This image shows how the selected text in the image above was modified by changing the style components circled in red.

You can also use the image insertion hyperlinks on the left hand side of the window to add new images into the note at the current cursor location.

You can also open your computer's File Manager and drag images out of there and drop them onto the Note panel, and they'll be inserted into the note.