Identifying Records with Notes

Posted 2 days ago by Gabrielle Day

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Gabrielle Day Admin

This question was raised during our recent webinar:

Are there any plans to highlight a record, such as a sales or purchase invoice, that has a note on it?

Please see the answer in the section below. If you require further assistance, you can either add a comment or log a support ticket here.

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Gabrielle Day posted 2 days ago Admin Best Answer

Yes, this is already available. An orange dot next to the notes icon shows that a note has been added to a record. You'll see it in two places:

In the finder, such as the Purchase Invoice list, so you can spot records with notes without opening them.
Inside the document itself, on the notes icon.

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Gabrielle Day posted 2 days ago Admin Answer

Yes, this is already available. An orange dot next to the notes icon shows that a note has been added to a record. You'll see it in two places:

In the finder, such as the Purchase Invoice list, so you can spot records with notes without opening them.
Inside the document itself, on the notes icon.

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