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Michał Zieliński
2025-05-12 15:45:02 +00:00
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modules/Notes/language/en_us.help.DetailView.html Executable file
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<!--
/*********************************************************************************
* SugarCRM is a customer relationship management program developed by
* SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc.
*
* This program is free software; you can redistribute it and/or modify it under
* the terms of the GNU General Public License version 3 as published by the
* Free Software Foundation with the addition of the following permission added
* to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
* IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
* OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
*
* This program is distributed in the hope that it will be useful, but WITHOUT
* ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
* FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
* details.
*
* You should have received a copy of the GNU General Public License along with
* this program; if not, see http://www.gnu.org/licenses or write to the Free
* Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
* 02110-1301 USA.
*
* You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
* SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
*
* The interactive user interfaces in modified source and object code versions
* of this program must display Appropriate Legal Notices, as required under
* Section 5 of the GNU General Public License version 3.
*
* In accordance with Section 7(b) of the GNU General Public License version 3,
* these Appropriate Legal Notices must retain the display of the "Powered by
* SugarCRM" logo. If the display of the logo is not reasonably feasible for
* technical reasons, the Appropriate Legal Notices must display the words
* "Powered by SugarCRM".
********************************************************************************/
/*********************************************************************************
********************************************************************************/
-->
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<h1>Notes Detail Page</h1>
<p>View the note details such as contact information and the related account.
<p>To edit the note, click <span class="helpButton">Edit</span>, make the necessary revisions, and click <span class="helpButton">Save</span>.
<p>To duplicate the note, click <span class="helpButton">Duplicate</span>. You can then make modifications to the record and save it as a different record. The system displays the new record in the list on the Notes Home page.</li>
<p>To delete a note, click <span class="helpButton">Delete</span>.

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modules/Notes/language/en_us.help.EditView.html Executable file
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<!--
/*********************************************************************************
* SugarCRM is a customer relationship management program developed by
* SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc.
*
* This program is free software; you can redistribute it and/or modify it under
* the terms of the GNU General Public License version 3 as published by the
* Free Software Foundation with the addition of the following permission added
* to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
* IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
* OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
*
* This program is distributed in the hope that it will be useful, but WITHOUT
* ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
* FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
* details.
*
* You should have received a copy of the GNU General Public License along with
* this program; if not, see http://www.gnu.org/licenses or write to the Free
* Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
* 02110-1301 USA.
*
* You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
* SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
*
* The interactive user interfaces in modified source and object code versions
* of this program must display Appropriate Legal Notices, as required under
* Section 5 of the GNU General Public License version 3.
*
* In accordance with Section 7(b) of the GNU General Public License version 3,
* these Appropriate Legal Notices must retain the display of the "Powered by
* SugarCRM" logo. If the display of the logo is not reasonably feasible for
* technical reasons, the Appropriate Legal Notices must display the words
* "Powered by SugarCRM".
********************************************************************************/
/*********************************************************************************
********************************************************************************/
-->
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<h1>Notes</h1>
<p>
Use the Notes page to create a note related to a specific call, meeting, or task for distribution to participants. You can also attach a file with the note.</p>
<p>To create a note, enter the following information:</p>
<ul>
<li><span class="helpButton">Contact</span>. Enter the name of the contact. Click <span class="helpButton">Select</span> to choose one from the Contacts list or to search for a contact in the list.
<li><span class="helpButton">Account</span>. Optionally, enter the name of the related account or click <span class="helpButton">Select</span> to search for one. Instead of an account, you can choose another related record such as an opportunity or contact from the drop-down list.
<li><span class="helpButton">Team</span>. Click <span class="helpButton">Select</span> to select the team that is allowed to view the note or attachment.
<li><span class="helpButton">Subject</span>. Enter the subject of the note.
<li><span class="helpButton">Attachment</span>. To attach a document that is located on your machine, click <span class="helpButton">Browse</span>, navigate to the location of the file, and select the file.
<li><span class="helpButton">Note</span>. Enter the text of the note in this box.
</ul>
<p>Click <span class="helpButton">Save</span> to create the note or attachment; click <span class="helpButton">Cancel</span> to return to the Notes home page without saving your changes.</p>

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modules/Notes/language/en_us.help.index.html Executable file
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<!--
/*********************************************************************************
* SugarCRM is a customer relationship management program developed by
* SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc.
*
* This program is free software; you can redistribute it and/or modify it under
* the terms of the GNU General Public License version 3 as published by the
* Free Software Foundation with the addition of the following permission added
* to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
* IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
* OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
*
* This program is distributed in the hope that it will be useful, but WITHOUT
* ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
* FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
* details.
*
* You should have received a copy of the GNU General Public License along with
* this program; if not, see http://www.gnu.org/licenses or write to the Free
* Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
* 02110-1301 USA.
*
* You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
* SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
*
* The interactive user interfaces in modified source and object code versions
* of this program must display Appropriate Legal Notices, as required under
* Section 5 of the GNU General Public License version 3.
*
* In accordance with Section 7(b) of the GNU General Public License version 3,
* these Appropriate Legal Notices must retain the display of the "Powered by
* SugarCRM" logo. If the display of the logo is not reasonably feasible for
* technical reasons, the Appropriate Legal Notices must display the words
* "Powered by SugarCRM".
********************************************************************************/
/*********************************************************************************
********************************************************************************/
-->
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<h1>Notes Home</h1>
<p>
Use the Notes Home page to create and manage notes related to an activity.</p>
<p>The Notes Home page displays the following information:</p>
<ul>
<li>A Search sub-panel where you can enter the subject or a contact name to search for a specific note. To perform an advanced search using additional fields, click the <span class="helpButton">Advanced Search</span> tab. To customize and save the search layout and results, click the <span class="helpButton">Saved Search & Layout</span> tab.
<li>A list of existing notes along with related information such as contact and any attachment.</li>
<li>To view the note details, click its subject.
<li>To update or delete multiple notes, select them from the list, and use the Mass Update sub-panel to perform the action.
</ul>