This layout lists every Note record that you have added to the application.
Running from the top to the bottom of this layout, left to right:
navigation bar (top)
The tabs at the top of this layout facilitate navigation to the Dashboard Summary layout, and the Categories, Projects, and Notes list layouts.
N.B. The Notes tab will appear only after you have added a note to the application.
?
Click this button to view the help page for the current layout.
exit
Click this button to close the application.
show all
Click this button to view every Note that you have created.
Activating this button will clear the search string field.
After activation, the button will be replaced by the notification showing all.
enter search string here
The field preceded by a magnifying glass icon, containing the placeholder text enter search string here, facilitates a search across all fields under the Note heading.
Enter text here to return matching Note records on a find-as-you-type basis.
Enter one or more keywords to find Notes that contain one or all of the keywords.
For example, the search string
The Secret Garden
will return records that contain
The
and/or
Secret
and/or
Garden
To return records that contain a search string composed of several words, surround the search string in double quotation marks.
For example, the search string
“The Secret Garden”
will return records that contain
The Secret Garden
only.
Fields that contain your search string will be highlighted.
calendar (icon)
Click this button to enter a record created/modified date in the search string field.
After you click this button, a drop-down calendar will appear below the icon.
Select a date from this calendar to find records created/modified on that date.
X (icon)
Click this button to clear the search string field, and show every record that you have created.
magnifying glass + (icon)
Click this button to navigate to the advanced search layout, where you may enter search strings on a field-by-field basis.
used
Click this toggle button to view Notes that you have marked as used.
Click it again to view Notes that have you have not marked as used.
tagged
Tags enable you to isolate individual records in the current list.
Click this toggle button to view records that you have tagged.
Click it again to view records that you have not tagged.
categories/projects/companies
Click this toggle button to view Notes listed under the Categories heading.
Click it again to view Notes listed under the Projects heading.
Click it again to view Notes listed under the Companies heading.
duplicates
Click this button to flag Notes listed that are duplicates.
After the process has run, duplicate Notes will be highlighted in pink.
remove
Click this button to remove the duplicate flag from Notes in the list.
record number bar
The record number bar on the far right of the layout facilitates navigation through the records listed.
Click the buttons to the right and left of the record number field to navigate to the first, previous, next or last record in the list.
→ ← (icon)
Click this toggle button to view the Note field only.
Click it again to view every field for each Note.
copy
Click this button to copy the records listed to the clipboard; from here you can copy it to your desktop publishing package.
After you click this button, you will be asked if you would like to create an export that lists Notes.
printer (icon)
Click this button to print a report of the records listed.
After you click this button, you will be asked if you would like to create a report that lists Notes.
->-<-
Click this button to view a contracted version of the layout, with the separate heading fields replaced by a single summary field.
Click this button to view the full version of the layout, with the separate heading fields restored.
transfer
Click this button to transfer all of the Notes in the records listed to a particular Category or Project.
After you click this button, a window will pop-up that will facilitate the selection of the target for the Notes in the records listed.
Click the button labelled categories to view the Categories available to receive the Notes listed.
Click the button labelled projects to view the Projects available to receive the Notes listed.
After you have selected a Category or Project, click the button labelled transfer at the end of its row to transfer the Notes listed to it.
used
Click this toggle button to mark every record in the records listed as used.
Click it again to remove the used mark from every record currently listed.
tag
Tags enable you to isolate individual records in the current list.
Click this toggle button to tag every record currently listed.
Click it again to remove tags from every record currently listed.
field labels
Click the label above a field to sort records by that field in alphanumeric order.
Click the label again to sort records by that field in reverse alphanumeric order.
To remove the temporary sort on a field, hold down the shift key and click the relevant field label.
>
Click the arrow at the far left of a record to view full details for that record.
cursor
Position your cursor over a text field to view the full contents of that field as a pop-up hint.
used
Click this toggle button to mark the current record as used.
Click it again to remove the used mark from the current record.
tagged
Tags enable you to isolate individual records in the current list.
Click this toggle button to tag the current record.
Click it again to remove the tag from the current record.