Overview
Note Categories are used to tag notes for efficient referencing, filtering and reporting. BQE 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 association. So instead of categorizing a client note under the Client category, you might prefer to tag it under Phone Call, Email, Client 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.
How To
Add Note Categories
To add a new note category, watch this video or follow these steps:
- Open the Note Categories screen from the side menu > Settings > Display & Formatting.
- Click Add and enter the required information in the top row of the grid:
- Name
- Active
- 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, watch this video or follow these steps:
- Open the Note Categories screen from the side menu > Settings > Display & Formatting.
- Select a note category on the grid and click Delete on its row. You can also edit it, if needed.
- You can also select multiple categories and then click Actions > Make Inactive or Delete.
View Reports
To view a report, watch this video or follow these steps:
- Open the Note Categories screen from the side menu > Settings > Display & Formatting.
- In the list view, click More > View Reports.
- Select a report from the Report List dialog. It opens in the viewer.
- Preview the report and then choose to export or print it.
You can also check the detailed video on running and managing reports in CORE.
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:
- Open the Note Categories screen from the side menu > Settings > Display & Formatting.
- In the list view, click More > Show/Hide Columns on the action bar.
- Select or un-select the column names in the drop-down list, say Active.
- Next, click the column name you want to sort the data by, say Name.
- 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).
You can also check the detailed video on navigation and customizing grids in CORE.
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:
- Open the Note Categories screen from the side menu > Settings > Display & Formatting.
- In the list view, click More > Export as CSV.
- A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.
You can also check the detailed video on exporting data in CORE.
Mark Screen as Favorite
You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.
To mark this screen as your favorite, watch this video or follow these steps:
- Open the Note Categories screen from the side menu > Settings >Display & Formatting.
- Click
on the top-right.
- You can access this screen from the side menu under Favorites.
You can also check the detailed video on marking screens as favorite in CORE.