Sticky Note

---

Use Sticky Notes to add notes on any record in Greentree Desktop. The Sticky Note icon displays on each form in Greentree Desktop. If this icon is selected, the Sticky Notes List form displays. You must click the Create Note button on this form to create a Sticky Note for the record.

A Sticky Note consists of:

• Date: The Date to which the Sticky Note applies.
• Created By User
• Create Date
• Sticky Note Type: Sticky Note Types are defined and maintained through Workflow > System > Maintain Sticky Note Types. The Type is a classification of Sticky Notes which can be used during enquiry on Sticky Notes. The Type can also serve as a template, as it contains a Text field which can be copied to the new Sticky Note.
• Active/Inactive Indicator
• Notes

Once a Sticky Note exists for a record, the icon changes to: . Click this icon to open the Sticky Notes List window, which lists all the existing Sticky Notes in a table. You can drill down on a sticky note to view the detail or to maintain the note.

Security on a Sticky Note is controlled through the User Privileges set for the record that the Sticky Note is linked to CRM User Preferences > Privileges and Workflow User Preferences > Privileges contains additional security settings for Sticky Notes which overwrites the parent record's security.

You can allow or disallow the user to:

• Delete a sticky note if the parent record is accessed in read/write mode.
• Change a sticky note if the parent record is accessed in read/write mode.
• Change a sticky note if the parent record is accessed in read only mode.

You can also perform a search on Sticky Notes using the View Sticky Notes feature.

A system script is available which enables you to convert Notes on a type of record (for example: CRM Organisations) to Sticky notes. Select these link to access Help for this script.

Source

The source field lists which record the Sticky Notes, listed in the table, belong to. This field is display only.

Sticky Notes Table

This table lists all the sticky notes for the source. You can drill down to view the detail of the sticky note.

Show Inactive

Select this option to include Inactive Sticky Notes in the list of Sticky Notes displayed in the table.

Source

The source field lists which record the sticky note is for. This field is display only.

Date

This date defaults to Create Date. You can change Date as required to capture the Date to which the Sticky Note applies. For example: An Organisation will move to new premises on a specific date, then Date = Date of move to new premises and Create Date = Date on which Sticky Note was created.

Inactive

Select this option if the Sticky Note no longer applies to the Source. The Sticky Notes List has a tick to indicate if the Sticky note is active.

Created By

This field captures the user that created the Sticky Note. Created By defaults to the user who is currently logged in.

This field is display only.

Create Date

This date captures the date on which the Sticky Note is created. Date default to system date. You can change Date.

Note Type

Select the Type of Sticky Note you create.

Sticky Note Types are maintained in Workflow > System > Maintain Sticky Note Types.

The Type is available as criteria for enquiry through Workflow > View > Sticky Notes.

The Sticky Note Type also is a template. Through the use of the Apply Type Notes button you can copy the Sticky Note Type Text to the new Sticky Note.

Apply Type Notes

Click this button to use the Sticky Note Template, which fills the new Sticky Note's Notes field with the text of the Sticky Note Type's Note field.

Notes

Enter text for the Sticky Note.

The text can default from the Sticky Note type by clicking the Apply Type Notes button. The Sticky Note Type text is entered and maintained through Workflow > System > Maintain Sticky Note Types. You can:

• Press CTRL-Enter to start a new line.
• Press CTRL-T to insert the current user's name, the date, and the time.

• Sticky Note Migration

---