The Notes tab is used to add a note to the package. The note can include reference information about the package. Notes can be viewed by clicking the Notes tab.

Summary

Company Notes can be entered under Admin > Company > Notes. These Notes can be used to tag assemblies or added as a package note.

To enter a Package Note:

1. Open a package and click the Notes tab.
2. Click the New Note button and click the Empty link under the Name field. The Specify Name dialog will display.
3. Click the drop-down.
   1. If any Company Notes have been entered, they will display and can be selected.
      
      
      
   2. To enter a unique note that will not display in the drop-down, manually enter the note text and then click the note highlighted in blue.
      
      
      
      
   3. The note will display in the Name field. 
      
      
      
4. Click the green checkbox to Save the package note. Once saved, the User who entered the note and the Date-Time stamp will display.
5. From any Package's tab, you can see that there is note as the number of notes wil display in the tab.
   

Videos

See the Packages Module Overview webinar CSG Webinar: STRATUS In-Depth Series, The Packages Module for more information.