Purpose

The Notes module allows users to create, edit, delete, and relate notes within TRUE. It facilitates tracking of meeting minutes, client and job notes, and important information, making data available to all users. Access the notes module within the “lightning bolt”

Notes Module

The main view of the Notes module displays a list of notes. By default, the list is empty until a search is performed.

Accessing Notes

1. Select the lightning bolt icon at the top of the page
2. Click on "Notes" from the dropdown menu

Adding Notes

Notes can be added directly in the Notes module or from within various records. The notes icon can be found on the bottom right corner of a selected record in TRUE.

In Notes Module

• "+" Button: Creates a new blank note record

In Other Modules

1. Navigate to the selected record
2. Locate the badge icons on the bottom right corner of the record.
3. Select the "+" icon and choose "New Note"
4. Options:
   1. Existing: Search for and select an existing note
   2. New: Create a new blank note record

Selected Note

Editing Notes

• Details: Enter or paste text into this field
• User: Displays the username that initiated the Note record (non-editable)
• Date: Default is the creation date, can be edited
• Category: Select from a drop-down list (editable in Categories module)

Related Records

• Displays all records related to the note
• "+" Button: Relate the note to additional records
• "🗑️" Button: Remove a related record
• Clicking on a related record navigates to that record

Note Options

Access additional options via the hamburger icon "≡":

• Send Email: Opens a new email with the note text in the body
• Email Capture Code: Generates a unique email capture code for the note
• Favorites: Add or remove the note from Favorites
• Record Access: Limit user access to sensitive notes

Deleting Notes

• Select the hamburger icon "≡" and choose "Delete"
• This action is irreversible

Additional Features

Search & Filter

• Quick Search: Available at the top of the module to perform a search for specific note records.

Common Workflow Questions

1. How do I create a note and relate it to multiple records?
2. Can I restrict access to sensitive notes for certain users?
3. Is there a way to categorize notes for easier organization?
4. How can I quickly find notes related to a specific project or client?
5. Can I share a note via email directly from the system?
6. How do I access notes I've marked as favorites?