Notes and Attachments Panel

Adds a note or an attachment, as selected from the dropdown list.

A new note opens in the Edit Note window (see Notes: Edit View).

By default, a preview of the note appears, with line breaks removed and the text truncated to 255 characters. If the General Setting General > Enable Rich-Text in Note fields is checked, the first three lines of the formatted note appear instead.

If Expand (checkbox) is checked, the entire note appears.

Applies to transactions.

If unchecked, shows only the notes for the transaction.

If checked, shows all the notes for the customer or supplier.

Enter text in the search box above the notes or above the attachments to show only the notes or attachments that contain it.

The search box always appears.

The notes are listed newest first. Each note has one bold line with:

• The Module and Number of the note.
• The note’s reference.
• The user who created the note.
• The Date and Time that the note was created.

Below the bold line is the note or a truncated version of the note (if Expand is unchecked).

If the General Setting General > Enable Rich-Text in Note fields is checked, the note is shown formatted (bold, colours and lists are kept). If it is unchecked, the note is plain text, and a formatted (HTML) note shows no tags.

The notes lists of the item edit view (Notes tab), the asset edit view (Notes & Attachments tab) and the Service Manager use the same layout.

Double-click a note to open it in the Edit Note window. A right-click context menu lets you Edit or Delete the note.

• Field Chooser (*): Add or remove columns.
• Status: The status of the attachment.
• Name: The system-generated name for the attachment.
• Description: The hyperlinked description, type of attachment, user and date created.
• Issued: The date selected as the issued date.
• Expires: The date selected as the expiry date.
• Menu (…): A submenu to:
  • Copy Link: Copies the attachment link to your clipboard.
  • Edit: Opens the attachment for editing.
  • Delete: Deletes the attachment.

Next to Save. Makes the note plain text again (removes the formatting).

The button always appears. On a plain text or read-only note, it changes nothing.

Removes extra line breaks.

Removed from the panel in Ver 2.6.0.

Appears only in the Edit Note popup of an item in a language other than English. The popup then also shows the English reference and note.

Translates the English reference and note into the item’s language, if you confirm the message “Translate Reference and Note from English to” followed by the language name. The translation replaces the reference and note in that language, and the note is saved.

If the English note is empty, the message “The English Note is empty.” appears.

A formatted English note is shown formatted too, but Translate sends it as plain text, so the translated note is plain text. Format it again in the item’s language if needed.

A plain text notepad to enter or paste a note.

If the General Setting General > Enable Rich-Text in Note fields is checked, the notepad is the HTML Editor, so the note can be formatted (saved as HTML).

Enter and format the note, using the toolbar.

The editor opens on this tab.

Shows the note’s HTML.

HTML copied from elsewhere can be pasted here.

• Show Dates: Toggles showing (checked) or hiding the three date fields: Reminder, Issued and Expires.
• Copy Link: Copies the link to your clipboard.
• Open File: Opens the file in a browser window.
• Delete: Deletes the attachment.

Select the attachment’s status:

• Pending
• Active
• Expired

The default is Active.

A calendar to select a reminder date (e.g. to remind you of an expiry date, or some other related event).

Shown only if Actions (button) > Show Dates is checked.

Select the type of attachment from the dropdown list. The options are:

• Document (.pdf)
• File
• Link
• Image (.jpg, .png)
• Image (Default)
• Signature (Start)
• Signature (Stop)
• Artwork (an image linked to a transaction item, which output templates can print)

A calendar for you to select an issue date (e.g. if you upload a certificate and you want to record the date on which the certificate was issued).

Shown only if Actions (button) > Show Dates is checked.

A calendar for you to select an expiry date (e.g. if a membership expires).

Shown only if Actions (button) > Show Dates is checked.

Drag one or more files here to upload them.

A General Setting limits the size of files that can be uploaded this way. The default is 50 KB.

Click Select files (button) to browse to the file to upload.

If you upload a file, the URL of the uploaded file and its name appear.

Alternatively, you can paste or enter a URL in this field. In this case, the file is not uploaded and does not affect your storage allocation on QuickEasy’s server.

Uses a connected camera to capture what is in front of the camera.

• Switch (button): Switches to a different camera if more than one camera is attached (e.g. if your PC is connected to your mobile phone, you can switch between your PC and mobile camera).
• Pause (button): Applies if a video is being captured. Pauses the process.
• Settings (button) on camera image:
  • Select from a dropdown list of attached devices.
  • Select from a dropdown list of supported resolutions.
• Slider: Sets the quality of the saved JPEG image, from 0 to 100 (the default is 50). A lower number gives a smaller file of lower quality.
• The image cannot be larger than the Attachments > Maximum File Size (KB) General Setting. A larger image shows the message “Maximum file size exceeded.” and is not saved. Move the slider down to make the file smaller.

Paste any image from your clipboard with Ctrl + V, or right-click inside the tab and select Paste.

• Slider: Sets the quality of the saved JPEG image, from 0 to 100 (the default is 50). A lower number gives a smaller file of lower quality.
• The image cannot be larger than the Attachments > Maximum File Size (KB) General Setting. A larger image shows the message “Maximum file size exceeded.” and is not saved.
• If the attachment already has an uploaded file, the pasted image replaces it and the old file is deleted from QuickEasy’s server. If the old file cannot be deleted, the image is not saved and no message appears.
• If the upload fails, a message that starts with Could not upload to : appears, followed by the file path and the server’s reply, and the image is not saved.