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

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This text refers to program version 6.2  

Personal Desktop - Notes and Comments in your Personal Desktop

You can place notes or comments in your Personal Desktop. To do this, bring the Master Control panel to the front and select 'Create Note' from the Operations menu (Windows) or from the + menu (Mac OS X). A window will open, where you can type in your note.

Enter a Comment (text that will identify the note in the Personal Desktop) and click [Save] to save. The note will appear in your Personal Desktop with the prefix "Note:". You can place as many notes as you like in your Personal Desktop.

You can read a note or comment in your Personal Desktop in one of four ways:

  1. By clicking on the note in the Personal Desktop and selecting 'Open Record' from the Operations menu;

  2. By double-clicking on the note in the Personal Desktop;

  3. By clicking on the note in the Personal Desktop and selecting 'Save' from the Record menu; and

  4. By clicking on the note in the Personal Desktop and pressing the Enter or Return key.
Whichever method you use, the note will be opened in its own window where you can read or edit it.

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