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Notes

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Generally

In the notes field you can enter notes to every record and to every journal entry with phone number. Then with phone calls the accompanying notes are faded in.

For better structure you simply insert the current time before every note by context menu.

Insert hyperlinks in notes

Version 2.1.083 and higher supportes also hyperlinks in the notes. To create a hyperlink it is enough to pull the suitable file from the file explorer on the notes. By double click you can open the file afterwards.
Tip: To take over an URL from the input line of the Internet Explorer in the notes, pull the icon at the beginning of the address line simply on the notes.

Notes Store

By default the notes are stored in text files in the working directory.

  • Notes to a record are stored folder-related in the sub-folder "folders\FOLDER_NAME\notes\".
    The file name is build from the contents of the name columns of the record with the prefix "CallNotes_" and ends on ".txt", e.g., "CallNotes_MaxMustermann.txt".
  • Notes to a phone number (without record) are stored in the sub-folder "notes".

For alternative store places see "Shared Notes".

Shared Notes (team work)

If you want to edit on shared notes on several PCs, these are to be stored at a "central" place. The application offers two ways:

  1. You use a linked database with writing access and with memo fields to every record. This variant is supported for data sources ODBC (e.g., Access) and for public Exchange folders.
    If these conditions are fulfilled, you can connect via [Context menu of the folder > Properties > Properties > Notes Field] the memo field of the folder with the notes window.
  2. If the conditions of 1. are not given, you can store the notes in a shared network folder. For information, see: Network Installation.

Configuration

The configuration of the notes, you can open via main menu [Options > Notes] or via the tab context menu "Notes - Configuration".
Help for Notes configuration ...