ClosedHow to Access

In the Bank, Broker, Company, Employee or Vendor Center, search for and select a specific entity (name) appropriate for the center. Select Views > Notes from the sidebar menu.

ClosedSummary

A brief summary of the Bank, Broker, Company, and Employee you are viewing. The Summary appears below the entity's name. Click a link below for more information about the summary for that entity:

ClosedView Options

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Date Range

Select or type and From Date and/or To Date to view only notes that were created within those dates.

Purge Date Range

Select or type From and To Dates to view Notes scheduled to be purged on or between those dates.

Include Only Notes with Attachments

Select this check box to display only those notes that have attachments.

Max # of Records Returned

Enter the maximum number of records to be displayed in a single page of the list. By default, AMS360 displays the first 100 records unless you enter a higher maximum number in this field.

To see the data that meets your selection criteria, click Apply View.

Notes

Applies to: Bank Center, Broker Center, Company Center, Employee Center, Vendor Center

Notes view displays all notes for the selected bank, broker, company, employee or vendor. Notes are used to provide additional information about the specific entity (name).

Key Fields

Paper Clip

An icon in this column indicates that attachments, such as Word documents or images, are associated with the Note. Click the icon to view the attachments. ClosedMore...

Unless you are granted security rights, you do not see the icon for attachments classified as Hidden (Restricted). For more information about document security, see the topic Workflow: Set Up Doc360 Security.

Priority

The notes appear in the list by as Critical,Normal, or Low priority. Critical priority notes appear first, in date order, then normal, then low.

Date

Click to open the Notes data entry form so that you can view the full text of the Note and/or make changes.

Note

Description of the note. Longer notes are truncated. To see the full text, click the date to open the Notes data entry form.

Purge Date

The date this note is scheduled to be purged from AMS360. Notes scheduled for purge are not deleted until the daily process is run with the appropriate options selected.

If the Purge Date is blank, the Note will remain unless deleted manually.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

ClosedEnter a new note?

Click New Note and complete the fields on the Notes data entry form. More...

ClosedEdit a note?

Click the link in the Date field link for the note you want to edit. The Notes data entry form opens and displays the current information for the Note.

ClosedDelete a note?

You may only delete one Note at a time.

  1. Select the note to delete by clicking anywhere on the row.
  2. Click Delete Note.
  3. A message asks you to confirm that you want to delete. Click Yes to delete the note, or No to cancel.
ClosedExport the list of notes to Excel?

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.

 

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