Notes

You can use the Notes tab to view and add system notes and suspenses on the selected record. You can also add pop-up notes to records. Pop-up notes are similar to sticky notes in the paper world and are displayed when the record is access on the Main tab.

1. Right-click the grid, and then click one of the following commands to edit or view notes.
   1. New – add a new note using the process described in Note
   2. View – view the details of the selected note

2. To add a popup note, type the note in the Popup Note pane.
3. Click Save to save your changes to the note or click Clear Note to remove the popup note from the account.
4. Click File This Note to remove the popup note but retain the note as a file note.

The Suspenses tab displays suspenses associated with the selected record. You can add a new suspense via the menu that is revealed when you right-click the grid using the steps described in Suspense.

• Select one of the following:
  • All – All suspense records are shown.
  • Active – Only active suspense records are shown.
  • Completed – Only suspense records that have been marked as completed are shown.