Adding notes

Notes enable you to track information about other activities for an entity, and to make it accessible to the whole coverage team, specific users, or only to yourself. For example, after a phone call with a client you can add a note to the entity record to update the coverage team on the key discussion points and outcomes. If needed, you can restrict the note view security to specific members of the coverage team and edit security only to yourself.

Use the Notes card to enter and save new notes or browse existing notes about an entity. The Notes card displays its contents in reverse chronological order, with the most recent note at the top. To create a new note, enter text in the Type new note here field and click the Save button . To edit just the text of an existing note, click the View/Edit button . To edit note details, print a note, or delete a note, select the option from the More Actions menu .

Notes on the Notes card are always created and displayed in plan text without additional styling or formatting. However, if rich text formatting is enabled in your deployment, you can click the View/Edit button to add rich text formatting to the text.

If rich text formatting is enabled, a toolbar is displayed on the top of the text field. You can use the toolbar at the top of the field to include styles such as bolding, italics, bulleted or numbered lists, tables, and hyperlinks. You can also click the Image button in the toolbar and upload images from your computer. The images cannot exceed 2MB in size and must be in JPG, JPEG, or PNG format. To specify additional image settings, such as image size or alignment, navigate to the Advanced tab in the Image dialog.

When you are editing notes text in the rich text editor, you can access the native menu in the text body field by pressing CTRL+right-click, and you can select your spell-check settings. You can also press CTRL+right-click on misspelled words and select from the list of suggested corrections. To undo all spell-check corrections at one time, press the CTRL key while selecting all corrections, and when finished click the Undo toolbar button. Spell-check corrections will all be saved as one undo state until the CTRL key is released. If separate states are desired because you want to undo corrections separately, release the CTRL key in between corrections. In Microsoft Internet Explorer, spell-check corrections are not detected by the undo or redo unless there are prior text modifications.

To avoid data leakage when you are using Google Chrome, NexJ recommends that you turn enhanced spell checking off. NexJ cannot control leakage from this method and is not responsible for this interaction. The same action applies for any mobile phone applications that may be monitoring the clipboard, keyboard, or text.

You can copy text and paste it into a Notes field. When your cursor is in a Notes field, you can press Ctrl+V to paste copied text from your clipboard into the Notes field or right-click in the Notes field and select Paste.

If rich text formatting is enabled, when you copy and paste formatted text, it retains the formatting.

Editing a note

Every note in NexJ CRM is considered an activity of the type document. As a result, you can also view and create notes for a contact in the Activities tab, by selecting a document template called Note.

If rich text formatting is enabled, notes in the Activities tab always include rich text when they are created or edited.

When editing note details from the More Actions menu, you can change the view and edit security for the note in the Security tab of the Edit dialog. By default, both the view and edit security for notes are set to Public. For more information about security settings, see Security settings for objects in NexJ CRM.

Entity security settings impact note security in the following ways:

When the entity view security is set to Private, the entity and the associated note are only visible to the user who has view security. As a result, only that user can view or edit the note.
Entity edit security does not impact note edit security. When the entity view security is set to Public and edit security is set to Private, the note is visible to all users and all users can edit or delete the note.

The Security tab is not available when the Hierarchical Access Model is enabled.