Masterfile Notes

You can enter notes to capture as a reference to a specific masterfile (for example, supplier, customer, inventory item). You can view and edit notes on the Notes form.

If notes have been added to a masterfile, the Notes form header is highlighted in blue. Press CTRL-Enter to start a new line.

You can press F9 while in a notes to display a Narration form which you can use to add more text.

When you have finished entering/editing notes, click the Save icon or press F2.

You can press CTRL-T in the notes area to populate the notes with the user name, date and time. For example: SUPER 29/11/06, 13:00:02.

Notes Import Feature

For Accounts Payable, Accounts Receivable, Inventory, and Fixed Assets modules, a system script available to import notes from a CSV file into the current company. Access the scripts using UT System Scripts. Each script is located within the relevant module. For example, there is an Accounts Receivable module script called Import Customer Notes.

The CSV file must be in the format: <Masterfile code>,<notes>. Greentree prompts you to select the file when you click Run script while positioned on the relevant script.

If notes already exist for the masterfile, imported notes are appended to existing notes, beginning on a new line.