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location_view

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location_view [2018/03/26 16:55] – lisa.maloneylocation_view [2018/12/03 20:25] (current) – lisa.maloney
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 This will open up a view of the selected location. Location information is located at the top.  Other information, such as Contacts, Opportunities and Tasks, can be viewed, added and edited within their corresponding tabs. This will open up a view of the selected location. Location information is located at the top.  Other information, such as Contacts, Opportunities and Tasks, can be viewed, added and edited within their corresponding tabs.
    
-{{:pasted:20180319-162241.png}}+{{:pasted:20181203-201025.png}}
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 __New, Edit and Delete Location__ __New, Edit and Delete Location__
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 {{:pasted:20180326-140315.png}} {{:pasted:20180326-140315.png}}
  
-Enter text within the text box and click Attachment to add an attachment to the Note.+The Note Editor allows text to be entered and one to many attachments linked to that one note.  Add a note, or copy and paste from another source.  These notes can be formatted using any of the options displayed at the top of the note section.
  
-{{:pasted:20180326-140601.png}}+To add attachments there are a couple steps.  
 +  
 +1. Click the Add Attachment button located at the bottom of the popup in the Action Bar section.  An Upload File button will appear in the Attachment section.
  
-Once an attachment is added it will be visible below the grid.  +2. Click Upload File to select a file.  
  
-{{:pasted:20180326-140718.png}}+If there are additional files that need to be added, click Add Attachment then select Upload File to add another attachment.  
  
-To remove an attachment, click the trash can icon.  +{{:pasted:20180514-105157.png}}
  
-Click Save to add the note and/or attachment to the location.+Once the notes and attachments are added, click Save.  The text will display in the Notes & Attachments grid as it was formatted in the Note Editor.  The attachments column will display a count of attachments associated with the note. 
 + 
 +{{:pasted:20180514-105312.png}} 
 + 
 + 
 +To cancel the action, click the Close button. 
 + 
 +Both the notes and attachment fields are optional.  A note can be added without an attachment or an attachment can be added without a note. 
 + 
 + 
 +To remove an attachment, click the trash can icon.  
  
 The First and Last Name of the user who entered the note and/or attachment will display in the grid along with the date and time it was added and count of attachments on the note.  To view a note or attachment, double click the row in the grid.  Click the Download hyperlink to view the attachment. The First and Last Name of the user who entered the note and/or attachment will display in the grid along with the date and time it was added and count of attachments on the note.  To view a note or attachment, double click the row in the grid.  Click the Download hyperlink to view the attachment.
location_view.1522083319.txt.gz · Last modified: 2018/03/26 16:55 by lisa.maloney

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