Language:


HansaManuals Home   >> Standard CRM   >> Working Environment   >> Attachments and Personal Desktop  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 6.2  

Attachments - Printing Notes

A note or comment that has been attached to a record can be printed when you print the record. For example, a note that has been attached to a Quotation can be printed on the Quotation document. You can use this feature with the Activity and Quotation documents. If more than one note has been attached to a record, only the first note will be printed.

If you want notes and comments to be printed in this way, you should include the "Note" field in each of your Form designs:

If you generally attach many notes to records, you can specify that the note with a specific Comment will be printed, not the first note. You will then need to ensure that every time you attach a note intended for printing to a record in a particular register, you always use the same Comment. For example, you may want to print a note about special offers on Quotations. Each time you attach a note to a Quotation, use the same Comment (e.g. "Special Offer"). Then, when adding the "Note" field to the Quotation Form, specify this Comment ("Special Offer" in the example) as the Field Argument:

You can only include one "Note" field in a particular Form.

Form design in fully described here.

---

In this chapter:

Go back to:

Previous   Next   Top            Entire Chapter in Printable Form