{"id":14327,"date":"2024-10-29T22:35:06","date_gmt":"2024-10-29T22:35:06","guid":{"rendered":"https:\/\/learnsuite.pcrecruiter.net\/site\/?post_type=docs&p=14327"},"modified":"2024-10-29T22:37:15","modified_gmt":"2024-10-29T22:37:15","password":"","slug":"notes","status":"publish","type":"docs","link":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/records\/notes\/","title":{"rendered":"Notes"},"content":{"rendered":"\n

Notes are keyword-searchable, plain-text entries used to add information to Names, Companies, and Positions. Notes are commonly additional pieces of long-form supplementary detail about a contact or role beyond what might be in the resume or other documents.<\/p>\n\n\n\n

Although Notes are automatically stamped with the Date and Username upon entry, they are not intended for use as an event log (see Activities<\/a>). Unlike Activities, they cannot be searched by date or user nor used in reports or analytics.<\/p>\n\n\n\n

Notes can be found in two areas of any open record. You can find the Notes Tab<\/strong> in the navigation menu along the top of the record. You may also add a Notes Widget<\/strong> to your Workspace for interacting with Notes in a smaller, quicker fashion.<\/p>\n\n\n\n

Adding Notes<\/h2>\n\n\n\n

From the Notes Tab<\/h3>\n\n\n\n

Once you have opened the Notes Tab, the Add Note<\/strong> panel is found at the left side. The panel is collapsed by default, but can be made visible by clicking on the arrow at the center of the vertical bar, or by clicking the Add New Note<\/strong> (+) at the top left corner of the Notes panel.<\/p>\n\n\n\n

Enter your desired text into the Add Note area and click Save<\/strong>.<\/p>\n\n\n

\n
\"\"<\/figure><\/div>\n\n\n

From the Add Menu<\/h3>\n\n\n\n

The Add Menu<\/strong> found at the top right corner of the record contains a Notes option in the dropdown menu. This will allow you to add a new Note to the record regardless of whether the Notes area is visible at the time.<\/p>\n\n\n

\n
\"\"<\/figure><\/div>\n\n\n

From a Grid<\/h3>\n\n\n\n

You can add a new Note from the Actions Menu<\/strong> for records displayed in a Search Result or Rollup list. You will find Notes under the Add submenu.<\/p>\n\n\n

\n
\"\"<\/figure><\/div>\n\n\n

Working with Notes<\/h2>\n\n\n\n

Viewing<\/h3>\n\n\n\n

There are two display options for viewing existing notes. You can switch between them by using the two icons at the top right corner of the Notes Tab.<\/p>\n\n\n\n