You can keep notes with each record, which can prove helpful when reviewing data later. You can save notes with individual records, as well as with individual rows in a grid. Some notes print with specific reports; other notes function as memos to a specific topic and can only be printed from the notes window itself.
You can paste a selection of text from Word or Excel into any Sage 100 Contractor Notes window, for example, the notes window on 9-5 Takeoffs.
Note: When you paste into a Notes window, you are pasting unformatted text from your computer’s clipboard. Because of that, copying the contents of multiple Excel rows and columns and pasting it into a Notes window removes all the row and column structure.
To paste a selection of text from Word or Excel to Sage 100 ContractorNotes
| 1 | In Word or Excel, select text, right-click it, and choose Copy. |
| 2 | Open a Sage 100 Contractor Notes window. |
| 3 | Right-click once in the window, and choose Paste. |
If you want to move the location where notes print on a document, you can modify the form design.
Important! When you create a note in a Report Printing window, the note appears on all documents.
To enter a note
| 1 | On the menu bar, click Notes. |
| 2 | Type the note. |
| 3 | On the File menu, click Save. |
Note: After creating a note, the Create Note button changes to the Notepad button.
To view a note
To print a note
To delete a note
| 1 | On the menu bar, do one of the following: |
| 2 | Do one of the following: |
| 3 | On the File menu, click Save. |
To insert information into a note
To insert an employee address into a note, on the Insert menu, select Employee Address.
To insert a field into a note, on the Insert menu, click Fields.
To check the spelling in a note
To enter a note for a line in a grid
| 1 | In the Notes cell, type your note. |
| 2 | On the File menu, click Save. |
To undo changes in a note
Important! You can only undo the last change.
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.