To Do Notes

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  • Updated 12 months ago
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When I add a "To Do Note" it doesn't attach to the customer or supplier like the "Notes".  Am I doing something wrong or is this normal?
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Chelsea Weatherall

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Posted 12 months ago

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John G, Information Support Analyst

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Hello Chelsea,

Welcome to the Reckon Community.

Yes, "Notes" and "To do Notes" are different systems, even though you can launch a To Do Note from an existing Note to a Customer or Supplier.

To Do Notes are accessed from Company > To Do List, and are used for company file wide tasks.

You can create only one Note on a Customer or Supplier.  If you want more Notes for the same Customer or Supplier, just add it to the existing Note.  In the Customer/Supplier Centre, you can adjust the table of transactions downwards to show more lines for Notes.  

I hope this helps.


regards,
John.