Note Categories

Overview

Note Categories are used to tag notes for efficient referencing, filtering and reporting. Core comes with a set of default note categories, but you can add more to the list, such as Complaints, Disputes, etc.

The default note categories mostly define the screen to which the note is linked or where it is created. If a note is added to a vendor bill, it is assigned the Vendor Bill category, by default. However, you might prefer to categorize notes based on type rather than the association. So instead of categorizing a client note under the Client category, you might prefer to tag it under Phone Call, Email, Issue, etc.

The Note Categories screen gives you an option of adding a customized category to the list of existing built-in notes. For example, you can create a notes category, Tel Con, wherein you can save notes of telephonic conversations with a client. Alternatively, you can add ‘Opportunities’ to identify situations that could lead to new contracts with an existing client. Another category can be ‘Issues’, the identification of special situations that arise that could have an impact on billing decisions, client relationships, costs and so on. Click to watch this video on using notes in Core.

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Basic Tasks

Add Note Categories

Delete Note Categories

View Reports

Advanced Tasks

Show/Hide Columns in Grid

Export Note Categories

Add Note Categories

To add a new note category, watch this video or follow these steps:

    1. Open the Note Categories screen from the side menu > Lists > Other.

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    1. Click Add and enter the required information in the top row of the grid:

      • Name

      • Active

    1. Click Done.

Delete Note Categories

As long as a note category has not been used, you can delete it; otherwise, just make it inactive.

To delete a note category:

    1. Open the Note Categories screen from the side menu > Lists > Other.

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    1. Select a note category on the grid and click Delete on its row. You can also edit it, if needed.

    2. You can also select multiple categories and then click Actions > Make Inactive or Delete.

View Reports

To view a report:

    1. Open the Note Categories screen from the side menu > Lists > Other.

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    1. In the list view, click More > View Reports.

    2. Select a report from the Report List dialog. It opens in the viewer.

    3. Preview the report and then choose to export or print it.

 

Show/Hide Columns in Grid

You can configure the fields or columns that appear on the grid in the list view. You can hide or show columns, and sort the order of columns according to your requirements.

To do so, watch this video or follow these steps:

    1. Open the Note Categories screen from the side menu > Lists > Other.

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    1. In the list view, click More > Show/Hide Columns on the action bar.
    2. Select or un-select the column names in the drop-down list, say Active.
    3. Next, click the column name you want to sort the data by, say Name.
    4. Click once for ascending order (A-Z) and twice for descending order (Z-A).

Note: You can resize the column widths on the grid and then reset them, if needed (More > Reset Column Widths).

Export Note Categories

In Core, you can export note categories to the Comma Separated Values file format. Core exports data from all available columns and not just the columns visible in the grid.

To export note categories to a .CSV file, watch this video or follow these steps:

    1. Open the Note Categories screen from the side menu > Lists > Other.

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    1. In the list view, click More > Export as CSV.

    2. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

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