Sticky Notes
PrerequisitesYou should be familiar with or have completed the Adding Clients exercise. ObjectiveIn this exercise, you will create a Sticky Note for an individual client and a global reminder. FactsCreate a global note at the Forms tab and a client-specific note at the Detail tab. Use "Sticky Notes are great reminders" as the text for these notes. You can delete these notes after you complete this exercise. |
LESSONS
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Program Considerations
You can use Sticky Notes to put reminders in client detail or on a form. When you create a note, a small icon displays where you created the note. When you point to this icon 
, a box with the text of the note displays. You can also view the contents of a note by double-clicking the icon. You can create global notes that you can view on any form. You can also create client-specific notes that can only be seen when you are viewing the detail input or any form for that particular client.
How?
To create a global Sticky Note:
- Open any Sample client and click the Forms tab.
- Click and hold the Sticky Notes icon
on the toolbar. - Drag it to the desired location.
- Release the mouse button.
- Type "Sticky Notes are great reminders" in the Add new note box.
- Uncheck the Client Specific box to make the note global.
Note: If you leave the Client Specific box checked, this note will only be viewable for this client.
- Click OK.
- A small icon appears where you placed the note.
Place your cursor over this icon to display the contents of the note.
To create a client-specific Sticky Note:
- Using the same client as above, click the Detail tab.
- Open Screen 10, Wages, Salaries, Tips.
- Click and hold the Sticky Notes icon on the toolbar.
- Drag it to the desired location.
- Release the mouse button.
- Type "Sticky Notes are great reminders" in the Add new note box.
- Note that the Client Specific box is checked and dimmed. Sticky Notes added within a client's detail cannot be global.
- Click OK.
- A small icon appears where you placed the note.
Place your cursor over this icon to display the contents of the note.
Tips & Shortcuts
You can use Go to Note to quickly find a note, regardless of where it was placed.
To use Go to Note:
- On the toolbar, click the Sticky Notes icon .
- Click the Global Notes tab or the Client Notes tab.
- Highlight the note.
- Click Go to note (you can also double-click the note).
- The program takes you to the location of the note.
Review
You should have one client-specific and one global note entered in the program.
Troubleshooting
Problem: The Client Specific box is dimmed.
Solution: You are placing a note within a detail input screen that is specific to a client.
