Fun facts about the Notes helper app
Although the same note types will appear across all apps that support the Notes helper app, you can only assign notes within specific apps. For example, a note created within the Agreements app can only be assigned within the Agreements app. It will not appear within the eHoldings app. The broader note type (e.g., Agreements: General note) will appear as an option in other apps, which is why it's important that we follow naming conventions. |
How to assign and unassign a note
When creating a new note, be descriptive in the title for easy assigning. |
How to create a new note
How to edit or delete a note
Be aware that if a note is assigned across multiple records, editing it will change the type, title and/or text across all of the records to which it is assigned. |
You can delete a note by selecting delete from the Actions dropdown menu.
Again, this will delete the note across ALL of the records it is assigned to. If you wish to simply remove the note from an individual record without altering the other records, unassign it, rather than delete it. |
Note types
How to create a new Note type
Note type naming conventions
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Viewing and sorting notes