Visma.net ERP
Attach a note to a record detail
You can attach a note to a record detail, as described in this topic. For example, you can leave a comment for your colleagues who will process the document later.
- Go to the window where you want to attach a note to a record.
If you are in the PL edition of the window, clickto leave the list view.
- In the table, at the beginning of the detail row, click
Note.
- In the Enter record note dialog box, type the text of the note.
- Click OK.
- In the window toolbar, click
.
- On the row where you attached the note, verify that the Notes icon has changed to
.
To read the note, click the Note icon in the row where you attached it.