Column

Description

Account

The account to which the account note is assigned.

Date

The date associated with the account note.

Type

The Note Type associated with the account note.

Note

The account note’s text.

Alert

A check mark indicates that the account note is set as an Alert.

Expire

If the account note is an Alert, this is the date the Alert will expire.

Option

Description

        

Click the First Page, Previous Page, Next Page, or Last Page arrows to navigate the pages of the grid.

 Add

Click  Add to add a new note or predefined note.

 View

Click  View to view an account note.

 Edit

Click  Edit to edit an account note.

 Delete

Click  Delete to delete an account note.