The Notes tab is available for many record types in PMWeb. This tab allows the user to place an unlimited number of typed notes specific to the record in a log style format. Internal Notes are stored in Rich Text Format, meaning that you can control fonts used, their size, color, alignment and much more. You can paste text from word processors and websites into PMWeb notes and retain formatting. You can even use notes to link to live web content such as Google maps and web cameras.
Notes
Click to access the Notes tab.
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Add
Click here to add a new note to the record. Once selected, the notes preview screen will be displayed. Enter your notes in the text area (cut & paste and word editor are also options). Once completed click Save. Note: all notes will log who entered the information as well as time and date stamp them.
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Edit
Edit existing notes associated with the record.
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Delete
Delete existing notes associated with the record.
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Refresh
Click to refresh the notes tab.
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Layouts
Manage the notes layout (e.g., the item, description fields, etc.)
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Preview
A preview of the note is displayed in this area.
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