This layout lists the Notes added to the current heading.
That is, to the relevant Company/Category/Project heading, or Beat/Chapter/Character/Campaign/Campaign Company/Campaign Contact sub-heading.
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 online help facility for the application.
exit
Click this button to close the application.
navigation bar (middle)
The tabs in the middle of this layout facilitate navigation to – depending on context – the Details, Beats, Chapters, Characters, Campaigns, Companies and Contacts lists.
show all
Click this button to view every Note listed under the current record.
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 Notes listed under the current record.
Enter text here to return matching Notes records on a find-as-you-type basis.
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 view every Note listed under the current record.
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.
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.
used
Used Notes are ones that have been incorporated in a published Project.
Click this toggle button to view records that you have marked as used.
Click it again to view records that have you have not marked as used.
record found bar
The record found bar shows the records found count out of the total number of records available under the current heading.
find and replace
Click this button to open the find and replace facility.
Enter a find string in the field containing the placeholder text enter find string here.
Enter a replace string in the field containing the placeholder text enter replace string here.
replace
Click this button to replace the keyword in the field containing the placeholder text enter find string here with the keyword in the field containing the placeholder text enter replace string here.
N.B. this process is case-sensitive.
new
Click this button to create a new Note for the current record.
→ ← (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. The contents of the clipboard may be copied to your desktop publishing package.
After you click this button, you will be asked if you would like to copy Notes.
sort
Click this button to reset the default order of the Notes listed under the current record.
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 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.
revert (N.B. not available for category, project or company notes)
Click this button to transfer all of the Notes listed to the respective heading.
For Beat, Chapter, Character or Campaign records, notes will revert to the current Project.
For Campaign Company records, notes will revert to the current Campaign.
For Campaign Contact records, notes will revert to the current Campaign Company.
For Company Contact records, notes will revert to the current Company.
transfer (N.B. only available for Category, Project, Campaign, or Company notes)
For Category Notes:
Click this button to transfer all of the Notes listed under the current Category to another Category, or a Project.
After you click this button, a window will pop-up that will facilitate the selection of the target for the current Category’s Notes.
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 Category Notes listed to it.
For Project Notes:
Click this button to transfer all of the Notes listed under the current Project to another Project, or a Beat, Chapter, Character, Campaign or Contact within the current Project.
After you click this button, a window will pop-up that will facilitate the selection of the target for the Notes listed.
Click the button labelled projects to view the Projects available to receive the Notes listed.
Click the button labelled beats to view the Beats available to receive the Notes listed.
Click the button labelled chapter to view the Chapters available to receive the Notes listed.
Click the button labelled character to view the Characters available to receive the Notes listed.
Click the button labelled campaign to view the Campaigns available to receive the Notes listed.
After you have selected another Project, or a Beat, Chapter, Character or Campaign within the current Project, click the button labelled transfer at the end of its row to transfer the Project Notes listed to it.
For Campaign Notes:
Click this button to transfer all of the Notes listed under the current Campaign to another Campaign, or a Company or Contact within the current Campaign.
After you click this button, a window will pop-up that will facilitate the selection of the target for the Campaign Notes listed.
Click the button labelled campaigns to view the Campaigns available to receive the Notes listed.
Click the button labelled companies to view the Companies available to receive the Notes listed.
Click the button labelled contacts to view the Contacts available to receive the Notes listed.
After you have selected another Campaign, or a Company or Contact within the current Campaign, click the button labelled transfer at the end of its row to transfer the Notes listed to it.
For Company Notes:
Click this button to transfer all of the Notes listed under the current Company to another Company, or a Contact within the current Company.
After you click this button, a window will pop-up that will facilitate the selection of the target for the Company Notes listed.
Click the button labelled companies to view the Companies available to receive the Notes listed.
Click the button labelled contacts to view the Contacts available to receive the Notes listed.
After you have selected another Company, or a Contact within the current Company, click the button labelled transfer at the end of its row to transfer the Notes listed to it.
This process is reversible.
dustbin (icon)
Click this button to delete all of the Notes in the records listed.
This process is irreversible.
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 button with the arrow on it to view full details for that Note.
cursor
Position your cursor over a text field to view the full contents of that field as a pop-up hint.
copy
Click this button to copy the current Note to the clipboard. The contents of the clipboard may be copied to your desktop publishing package.
used
Click this toggle button to mark the current Note as used.
Click it again to remove the used mark from the current Note.
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.
revert (N.B. not available for category, project or company notes)
Click this button to transfer the current Note to the respective heading.
For Beat, Chapter, Character or Campaign notes, the current Note will revert to the current Project.
For Campaign Company notes, the current Note will revert to the current Campaign.
For Campaign Contact notes, the current Note will revert to the current Campaign Company.
For Company Contact notes, the current Note will revert to the current Company.
transfer (N.B. only available for Category, Project, Campaign, or Company notes)
For Category Notes:
Click this button to transfer the current Note to another Category, or a Project.
After you click this button, a window will pop-up that will facilitate the selection of the target for the current Category Note.
Click the button labelled categories to view the Categories available to receive the current Note.
Click the button labelled projects to view the Projects available to receive the current Note.
After you have selected a Category or Project, click the button labelled transfer at the end of its row to transfer the current Note to it.
For Project Notes:
Click this button to transfer the current Note to another Project, or a Beat, Chapter, Character, Campaign or Contact within the current Project.
After you click this button, a window will pop-up that will facilitate the selection of the target for the current Note.
Click the button labelled projects to view the Projects available to receive the current Note.
Click the button labelled beats to view the Beats available to receive the current Note.
Click the button labelled chapters to view the Chapters available to receive the current Note.
Click the button labelled characters to view the Characters available to receive the current Note.
Click the button labelled campaigns to view the Campaigns available to receive the current Note.
After you have selected another Project, or a Beat, Chapter, Character or Campaign within the current Project, click the button labelled transfer at the end of its row to transfer the current Project Note to it.
For Campaign Notes:
Click this button to transfer the current Note to another Campaign, or a Company or Contact within the current Campaign.
After you click this button, a window will pop-up that will facilitate the selection of the target for the current Campaign Note.
Click the button labelled campaigns to view the Campaigns available to receive the current Note.
Click the button labelled companies to view the Companies available to receive the current Note.
Click the button labelled contacts to view the Contacts available to receive the current Note.
After you have selected another Campaign, or a Company or Contact within the current Campaign, click the button labelled transfer at the end of its row to transfer the current Note to it.
For Company Notes:
Click this button to transfer the current Note to another Company, or a Contact within the current Company.
After you click this button, a window will pop-up that will facilitate the selection of the target for the current Company Note.
Click the button labelled companies to view the Companies available to receive the current Note.
Click the button labelled contacts to view the Contacts available to receive the current Note.
After you have selected another Company, or a Contact within the current Company, click the button labelled transfer at the end of its row to transfer the current Note to it.
This process is reversible.
dustbin (icon)
Click this button to delete the current Note.
This process is irreversible.