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  1. Select the notepad button in any field with an attached notepad button.
  2. Complete the following fields, as necessary.
    • Note IndexSubject
      Enter a name for the subject of the note. Each note for a window must have a unique name.Author
      Defaults The information entered is displayed in the list of notes for the entity. After you tab off this field, a confirmation message displays. Select Yes to add a new note or No to clear the Subject field.
    • Current Owner
      This field defaults with the current user. Use User the lookup to change the author current owner, if needed. If you mark the Reminder checkbox, this is the user who receives the reminder notification.
    • Reminder?
      Mark this the checkbox if you would you would like to receive a message, upon opening Job CostService Management, that a note exists marked for the current Microsoft Dynamics GP system date. The current date defaults in the Reminder Date field, and can be edited. You  You must mark this checkbox if you want to be able to view the note in the Reminder Service Notes window.Printable?
      Mark the Yes radio button if you want to be
    • Reminder Date
      The current date defaults in the Reminder Date field and can be edited. 
    • Printable
      Mark the Yes radio button to be able to print the note . See Printable notes in the Dexterity reports section of the Signature Reports documentation for instructions on printing reminder notes.Scrolling windowin the Printable Notes report. Notes marked printable appear on workorder 1 and T-card formats by default.
  3. Enter the note in the scrolling window.
  4. At the bottom of the window, the following information displays:
    • Created User
      The user who created the note.
    • Modified User
      The user who last modified the note. This is blank when creating the note.
    • Last Changed
      The date and time the note was last updated.
  5. Select Save. Once a note is created, the notepad button changes to show it has information or data.

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