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Open Notes

 

 

Open "Notes"

 

 

 

When opening Notes for the first time, an error message pops up. Click "Continue".

 

 

 

 

 

 

Creating a Note

 

 

Click New Record.

 

 

 

Select the Type and Area for your note.

 

 

 

Date & Duration

The date is automatically generated on the current date. It can be changed by clicking and selecting from the calendar. Click on the "0:0" to set the duration of a note from a dropdown or enter the time manually.

 

 

 

Entering Data

Type text into the "General Note" field of the specifics of a note.

 

 

 

Marking a Note Done & Deleting a Note

Click on the "Done" checkbox, to hide a note. The note will be hidden after leaving and re-entering "My Notes". Click on the "Marked to Delete" checkbox to mark a note to delete. Its recommeneded replacing the note with a future note rather than marking to delete.

 

 

 

 

 

 

Finding Notes

 

 

Click "Find"

Click on the "Find" icon to bring up a find.

 

 

 

Click "Perform Find" to complete the find

Fill out one or more of the fields to narrow your search.

 

 

 

Click "Cancel Find" to cancel the find

 

 

 

Marking a Note Done & Deleting a Note

Click on the "Done" checkbox, to hide a note. The note will be hidden after leaving and re-entering "My Notes". Click on the "Marked to Delete" checkbox to mark a note to delete. Its recommeneded replacing the note with a future note rather than marking to delete.

 

 

 

 

 

 

Other Note Finds - Narrowing by Date & Time Report

 

 

All Range

Click on the "All Range" button to bring up all the notes in FileMaker from all users.

 

 

 

All Your Notes for the Current Day

Click on the "My Today" button to bring up all the notes tied to your FileMaker account for the current day, regardless of if it is marked as "Done".

 

 

 

All Your Notes

Click on the "My Range" button to bring up all the notes tied to your FileMaker account, regardless of if it is marked as "Done".

 

 

 

Search for Notes in a Time Frame - My Range

Click on the white box next to "Start" to choose the start date, and click on the "End" to choose an end date. Select "My Range" to display your notes in that time frame.

 

 

 

My Time Report

Click on the white box next to "Start" to choose the start date, and click on the "End" to choose an end date.

 

 

 

My Time Report

Click on "My Time Report" after choosing a start and end date. This will bring up a printable PDF of a time report with your notes.

 

 

 

My Time Report

After reviewing your Time Report, click "Continue" to return to your notes.

 

 

 

Return to Home Screen

 

 

To Return to the FileMaker home screen, click on the Home Icon