Extender 2016

Using Notes Windows

A note window can be immediately accessed as soon as it has been saved.

 

To open a Notes window:

1.Open the Microsoft Dynamics GP form that the Extender Note has been linked to.
2.Enter the required key fields for the Microsoft Dynamics GP form.

 

Light Bulb

If none of the key fields have been entered, or the field is not available, you will receive the error message “Not all required fields have been entered.”

 

3.Select the Extender Note from the Additional menu or enter the Hot Key for the Notes window if one was setup.

Use Notes

 

 

To add a note:

1.Open the Notes window.
2.Click the Add button Plus above the Notes list.

Add Note

 

3.If note types have been set up for the note, select the note type.
4.Enter the note text.
5.Click Save.

 

To edit an existing note:

1.Open the Notes window.
2.Select the note you want to edit from the Notes list.
3.Click the Edit button Edit above the Notes list.
4.Enter the new note text.
5.Click Save.

 

To remove a note:

1.Open the Notes window.
2.Select the note you want to remove from the Notes list.
3.Click the Remove button remove above the Notes list.

 

To print a Notes list:

1.Open the Notes window.
2.Click the Print button print or enter CTRL+P.

 

To export a Notes list to Microsoft® Excel®:

1.Open the Notes window.
2.Click the Excel button Excel.