TriLine- How to Add and View Notes in submissions?

1. Access the Submissions records list.

2. Click on a Submission record in the list to open the The ‘Submission’ page.

Add a new Note

1. Click the Add Note 1 icon.

   

2. Enter the Note text in the edit area 1. Then click the Save 2 icon to save this note. (Or, click the Cancel 4 icon.)

   

View Notes

1. On the ‘Submissions list’ page, hover over the Options Menu icon to display the options. Click the ‘Hide/Show Columns’ 1 icon.Click, hold and drag the Notes 2 Column into the Submission columns.

   

2. The Notes 1 are displayed in the Submission List.