Using I/M Notes on the Web Screens

You can use the Sage 300Desktop Screens or the web screens to view, add, modify or delete Notes configured in I/M Options.

Note: To use I/M Notes on the Desktop Screens, refer to Using Notes

Viewing Notes

If Notes are configured and have been attached to records, you can view them in the Web Tray.

Use the icon in the Sage 300 web toolbar to open the Web Tray.

Maintaining notes

Add a Note

1. To add a note, use the New button

2. Click on the note box to enter the content of the note

3. Select a Category. This determines the background colour of the note.

4. Save

Edit a Note

• Click in the note.

• Change the content.

• Optionally, change the note Category to change the background colour.

• Save the note.

Delete a note

• Click in the note

• The Delete button prompts the user to confirm they want to delete the note

• Select Yes to delete, No to cancel

Security options

Note roles determine whether a Sage 300 user can view, edit, add or delete notes.

The logged on user needs to be configured in User Roles.

For detailed steps, see Setup User Roles

Formatting Notes as Text only

Notes on the web screens can only display text.

On the Sage 300 desktop screens, you can include pictures in Notes and format the Notes by copying and pasting from Microsoft Word.

Such content is not displayed on the web screens. The Web Tray only displays the text version of the notes.