Designate an Existing Note as Important

In addition to designating debtor and account notes as important when creating a note, you can also designate an existing note as important.

This section contains the following topics:

 

Designating a note as important

To designate an existing note as important:

Step 1: Open the debtor and account that contains the note to designate as important.

 

Step 2: Click the Notes tab.

 

Step 3: Right-click the note, and select Important from the list.

The note now displays in the Important Notes area at the top of the Notes screen.

 

 

Removing an important note designation

To remove a note from Important Notes:

Step 1: Open the debtor and account that contains the note to remove from Important Notes.

 

Step 2: Click the Notes tab.

 

Step 3: In the Important Notes pane, right-click the important note, and select Not Important.

The note now displays in the list of standard notes.

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