Adding Notes to Items

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Staff can add notes about an Item on the Item form. The ten most recent notes will appear in the Recent Notes dropdown.

You can open the Item form from a list of search results by double-clicking your selection or selecting your item and hitting the Enter button on your keyboard.

Adding a Note

  1. On the Item form, right-click anywhere in the Notes section.
  2. Select Add Note. The Add Note box will appear.
  3. Type in your note, then click Add.
  4. Alternately, you can re-use one of your most recent notes by clicking on the Recent Notes dropdown and selecting the note you want to use, then clicking Add.
  5. The note will appear in the Notes section.

Deleting a Note

  1. On the Item form, right-click on the note in the Notes section that you want to delete.
  2. Select Delete Note from the list.
  3. A confirmation box will display. To delete, click Yes.


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