Note List

Freeform informational notes filed for TAM accounts can be entered, revised, deleted, viewed, and printed through the Note List. Use the following steps to access the Note List.

At Home Base click Clients & Files.
Select the desired entity type from the dropdown menu above the list.
In the list, select the entity whose notes you want to view and click the Note List button.

Click the links below for the following workflows.

The code and name for the selected entity display at the top of the screen.

Notes are listed by Revised Date, Operator ID, Regarding topic, and Description.

A summary of the selected note displays in the sidebar on the right side of the screen.

Last Entry: Date the note was last revised
Operator: User who entered the note
Regarding: Subject of the note
Note Text: Preview of the contents

Click Previous or Next to view the Note List for the prior or next entity in the list.

Click Detail to display the Note Detail screen for the selected note.

Click Options to view the options available for notes.

Click Cancel to close the Note List screen.

Note Detail

Use the following steps to access the Note Detail from Home Base.

At Home Base, click Clients & Files.
Select the desired entity type from the dropdown menu above the list.
In the list, select the entity whose notes you want to view and click the Note List button.
Select a note in the list and click Detail.
Enter or revise information as desired.
- Last Entry: Date of entry or last revision (defaults, not revisable).
- Operator: Name of person who created the note (defaults, not revisable).
- Regarding: Subject of note (revisable).
- Body: Type body of the note in the blank field at the bottom of the screen (revisable).

Click OK to save changes. This button is grayed out until you make a change on the screen.

Click Options to view the options available from this screen.

Click Cancel to discard any changes and return to the Note List.