StepsNotes that have been attached to Debtors, Creditors and Contacts are displayed each time a user logs into the system. An option to display the notes only for the user assigned to the note (and the Admin user) is in the System Maintenance.
Steps
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System
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Scroll down to UserRemindersOnly or use the search option on the Key field. Check the box to turn this feature on. |
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3. |
Click the Apply button to update the changes. |
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4. |
When the user logs on they will now see notes for Debtors, Creditors and Contacts which they own. The Admin user will continue to see all notes. The notes display for any items having a Due Date equal to the login date. |
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