Using Notes

Pin the Tray

Users can use the Pin icons on the tray to pin the I/M Alert box that displays Notes and Documents to the Sage 300 screen they relate to.

Users have the option to "Pin" (icon points down) the Alert Box to the "base" screen. Users can then move the Alert Box and the base screen together and they can minimize both the screen and the Note simultaneously.

When unpinned (icons points left), the Alert Box can be displayed separately from the main screen. This is useful to display the Notes and Documents on a second screen.

Tip: When the tray is unpinned, the Alert Box may overlap other applications. Users can close the Alert Box and click on the Yellow Note Icon to re-open the Notes panel when they are using the base screen again.

Adding Notes

There are several ways to view/enter notes in Information Manager.

  • Use the I/M Transactions / Notes form to add/view/delete notes.

  • You can import Notes into Sage 300. See Importing Notes

  • You can use the Hotkey (F11 by Default) to add Notes from a Sage 300 screen where a Note is configured.

  • Use the Note icon on the Sage 300 screen.

Using the Notes Icons

Note icons are displayed on screens that have configured Notes.

: Click to Add notes/files.

: Click to view notes/files.

Note: I/M Roles and User Roles apply.

Adding Notes

  1. If the Alert Box/Tray doesn't show, click on the icon to open it and view/add/edit Notes.

  2. Use the New button to add a note.

  3. If multiple notes are configured on the screen, select which note to enter.

Note: Folder refers to Document Management Link configuration.

Editing Notes

  1. Use the Edit button on the Note you want to Edit.

If is set to No, you can edit the note directly: 

If is set to Yes, select the Note to Edit or use INSERT key to add a new note:


Formatting Text Notes

When entering Notes, you can type directly from the Sage screen. This will only use plain test in the standard font.

You can also Copy and paste Rich Text Formatted (RTF) content from a text editor, e.g. from Microsoft Word.

This will let you use different font sizes or colours, add hyperlinks, paste images etc.

Tip: When editing RTF text in the Note (e.g. if you need to add some text) to an existing note, the format of the previously formatted / pasted text will be preserved, but the new text will have the standard Note font and format. If you want to use different formatting for the new text you will need to copy and the existing content into Word, amend it in Word, then paste the revised text back in the Note.


See below for examples of Notes displaying plain text, rich text and hyperlinks.