Using The Task's Notes Index Window

The Task's Notes Index Window is used to manage a list of all the Note records that belong to a specific Task record.

The window's primary function is to make it fast and easy to locate a specific Note record, select it, and then perform database operations on it.

On the left hand side of these windows is the Display Notes hyperlink.

When you click that hyperlink, then you'll see a new Task's Notes Index Window displayed and it'll be displaying all of that Task record's Note records.

This image shows a Tasks Index Window with an Task record selected, and the Display Notes hyperlink outlined. When that hyperlink is clicked the selected Task record's Note records will be displayed in a Task's Notes Index Window.

At the bottom of the window's list of records is a Search panel that's used to locate sets of Note records.

All you need to do to find matching records is enter search words into the panel and then click the Search hyperlink.

After the Search hyperlink is clicked the window will display all the records that contained the search words somewhere in the records fields.

Each record will highlight in light purple, the location where the search words were found.

You can navigate between a set of displayed Notes by clicking the Previous Note or Next Note hyperlink to move forwards and backwards through the list.

Or, you can enter a number between 1, and the value of the # Notes field at the bottom of the window, to go to the note at that position in the notes list.

In the image below only two notes are being displayed and by typing the number 2 into the box between the Next and Previous hyperlinks, displays the last note in the list.

The Task's Notes Index Window is read only, so it won't let you edit the contents of a note.

To edit the displayed note just click on the Edit Note hyperlink.

Clicking this hyperlink will open the Note record in a Notes Window so you can edit it.

Make sure that you click on the Save Note hyperlink to save your changes because the Notes Window does not automatically save changes to its records.

To do something with, or to, the note record currently being displayed you just click on one of the hyperlinks on the left hand side of the window.

The name's of these hyperlinks describe what they'll do for you, or to the note, when they are clicked on.

This window has a large list of hyperlinked database operations that the window can't display all at once. However, the list is scrollable, so getting to any of those hyperlinks is easy.

This demonstration shows you how to convert the displayed note into an Web Page that'll be displayed in your computer's Web Browser.

Click the Display Note In A Web Page hyperlink (shown in the image above).

It's the last hyperlink in the list on the left side of the window.

After this hyperlink is clicked, your computer's Web Browser will open and it'll display a web page with that note's contents in it.

As much as is possible, the note's style settings are copied to the web page, but the translation is not always perfect.