A user can attach one or more notes to any record in the system to track and exchange information related to a person, process, or transaction. Aptify provides Aptifyprovides a Notes Viewer that displays all of the Notes related to a particular record. The Notes Viewer's threaded format makes it easy to identify original notes and subsequent replies.
Notes Viewer 
Follow these steps to add a note to a record:
Locate the Data Control Bar and select the Notes icon to open the Notes Viewer.
When a record has no notes attached, the Notes icon is white.
Opening the Notes Viewer
- Click the Note icon to open a new Notes record.
- Alternatively, click the down arrow to the right of the Notes icon and select New from the pop-up menu.
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- To open an existing note, highlight the Note's subject in the tree list and select Open from the Note icon's pop-up menu.
- To modify an existing note, highlight the name of the note and select Open from the pop-up menu. You can change the content of the note within the new window.
Note: While it appears that you can edit a note in the preview on the right of the Aptify Notes Viewer, these changes will not be saved.
To refresh the Notes Viewer dialog, click the Refresh button in the toolbar.
- Close the Notes Viewer when finished.
Once a record has one or more notes associated with it, the Notes icon will indicate that indicatethat there are notes attached to the record (the Notes icon becomes yellow and displays a pop-up message that indicates how many notes are attached). You can click this icon to open the Notes Viewer.
Record with a Note 
Note that all Notes records are also accessible from the Notes service (which is not included in any application by default but your administrator can add it to one). In addition, by default, all users have read and write access to Notes.