No matter which tab you're on in the ConstructionSuite system, you'll always have access to the Notepad. Located in the sidebar on the ConstructionSuite Interface, this multi-purpose tool enables you to take quick notes to review later, track correspondence with your contacts (by saving the notes with a Contact association), or log project notes (by saving the notes with a Project association).
To create a note in the Notepad, simply type in the Notepad window.
To create a new note once you already have a note in the Notepad, click New. The previous note will still be available in the Notepad.
To scroll through notes stored in the Notepad, use the < > (arrows) on the bottom left side of the Notepad window.
To delete a note from the Notepad, click the red X in the bottom right side of the Notepad window.
NOTE: You do not have to Save notes. Notes will automatically be stored on the Notepad where you will have quick access to them anytime you're working in ConstructionSuite. However, if you wish to associate a note with a project and/or contact, you will need to click Save. Notes that are saved are moved from the Notepad in the sidebar and placed in the History section of the associated project and/or contact.
Type a note in the Notepad window.
Click Save. The Edit Note form will open.
Select a project or contact using the Project or Contact selector buttons.
Click OK. The note will be saved for the project or contact and will no longer be available in the sidebar Notepad.
Access the note by clicking in the History section of the associated project or contact.
Go to the History section for the project or contact with which the note is associated.
Click on the note's entry. Be sure to select the most recently edited entry. The Edit Note form opens.
To edit the note, make any changes in the form and click OK.
To delete the note, click Delete. The note will be removed from the database.