Notepad Window

This is one of the main windows in the Communication Management activity center. Use this window to add actions, action lists, events, and notes (collectively called items) to someone’s Notepad.

The left panel is the Communication Toolbox. It contains the actions, action lists, and events that have already been created. The right side is the Items panel. It displays items already assigned to that person.

When you first launch Notepad, enter an ID #. Now you are working in that person's Notepad.

To add an item to the person's Notepad, drag it from the Communication Toolbox onto Items panel. To customize the item before adding it to the Notepad, select it in the Communication Toolbox, and click Customize Item.

To view or edit an item in the Items panel, double-click it or select it and click Item Details.

Click Show Related Item to view items that are connected to the selected item. This is helpful if you want to see nly the items related to a particular action list or event.

Columns

This is the code of the specific action, action list, or event. If the Item Type is Note, the Code column is blank.

All items you add to somone's notepad Item Date and Module values from here. Today's date is the default. Both columns are editable.

Buttons

The following buttons allow you to open various related windows in order to work with the Notepad items:

After you edit an item by using the Item Details button, click the Refresh button to see your changes in the Items panel.

How To

1. Open the Notepad window.

2. Enter an ID #, or select Advanced Search or Previous Name from the right-click menu.

3. In the Communication Toolbox tree, click the Expand button to see the Actions.

4. Select an action, and drag it to the Items panel.

5. Click OK.

If you want to customize an action:

1. Select the action in the Communication Toolbox tree, and click the Customize Item button (or double-click the action).
The Add Action window opens.

2. Enter customizations and click OK.

If you want to edit an action or view action details:

1. Select the action in the Items panel, and click the Item Details button.
The Edit Item window opens.

2. View or edit and click OK.

1. Open the Notepad window.

2. Enter an ID #, or select Advanced Search or Previous Name from the right-click menu.

3. In the Communication Toolbox tree, expand Action Lists.

4. Select an action list, and drag it to the Items panel.

5. Click OK.

If you want to customize an action list:

1. Select the action list in the Communication Toolbox tree, and click the Customize Item button.
The Action List window opens.

2. Enter customizations, and click OK.

If you want to edit an action list or view action list details:

1. Select the action list in the Items panel, and click the Item Details button (or double-click the action list).
The Edit Item – Action List window opens.

2. View or edit and click OK.

1. Open the Notepad window.

2. Enter an ID #, or select Advanced Search or Previous Name from the right-click menu.

3. Drag the Note from the Communication Toolbox tree to the Items panel.
The Item Date and Item Descriptions columns are editable; the Item Type column is not.

4. Click the Note in the Items Panel.
The Edit Note window opens.

5. Type the text. Click OK. The beginning of the text will default to the Item Description column.

To add notes to other Notepads, enter another ID # and repeat the steps above.

1. Open the Notepad window.

2. Enter an ID #, or select Advanced Search or Previous Name from the right-click menu.

3. Select an event, and drag it to the Items panel.

An event can have several components, called activities. To add only some of an event's Activities to the Notepad:

a. Select the event, and click the Customize Item button.
The Event List window opens.

b. Select or de-select rows.

c. Click OK.

The event appears in the Items panel.

4. Click OK.

To edit an event in the Items panel:

1. Select the event, and click the Item Details button (or double-click the event).
The Edit Item – Event window opens.

2. Edit and click OK.

1. Open the Notepad window.

2. Double-click an item (Action, Action List, Event, or Note).
The Edit Item window opens. (If the item is a Note, the Edit Note window opens.)

3. Click the Print Notes button. (If the item is a Note, click the Print button.)

1. Open the Notepad window.

2. Enter the ID # of the student to be scheduled.

3. In the Communication Toolbox panel, expand Events.

4. Locate the event item, and drag it to the Item panel. This adds the event and the date it was added (not the date of the campus visit).

5. Highlight the row, and click the Item Details button to open the Edit Item - Event window.

6. On the Campus Visit tab, enter the appropriate Visit Date Range and click the Check Available Visit Times button.

7. All available visit times that fall within the entered date range and after or equal to today's date will be displayed.

8. Locate the one you want to assign to the ID Number, and click the Assign Selected Campus Visit button.

9. Review the visit information, and click OK to return to the Notepad window.

1. Open the Notepad window.

2. Enter the ID # of the student whose campus visit is to be edited.

3. Highlight the appropriate row, and click the Item Details button to open the Edit Item - Event window.

4. On the General tab, you can edit all columns except the Start and End Dates and Times. If you want to change the Start and End Dates and Times, you must unassign the currently assigned campus visit and select another visit time to assign.

5. Click OK to save.

1. Open the Notepad window.

2. Enter the ID # of the student whose campus visit is to be unassigned.

3. Highlight the appropriate row, and click the Item Details button to open the Edit Item - Event window.

4. On the Campus Visit tab, click the Unassign Selected Campus Visit button to unassign this campus visit from the current Notepad event of the selected ID Number.

5. The following prompt along with Yes/No buttons will be displayed: "Are you sure you wish to unassign the campus visit from this Notepad Event?"

a. If you click Yes, the Campus Visit row is unassigned, the grid view of the Campus Visit tab is displayed, and the Start and End Dates and Times columns on the General tab are available for editing.

b. If you click No, the delete action is aborted.

	Use the Notepad Users window to get the access you need for Notepad.
	To add items to the Notepads of multiple people, use the Mass Add window.
	Individual notes are not displayed in the Communication Toolbox.
	If you delete an EVENT row, the Number Confirmed and Actual Revenues are reduced by 1 on both the Event Schedule and Event Master tables.

Notepad Window

Columns

Buttons

How To

Related Topics