Power Notes Viewer Display

PowerNotes/PowerShares Viewer can display either the Summary View (the current view, which is also the default view) or the Table ViewClosed One of the three user Interfaces in ATS v2 (the others being Kanban View and List View). Both show the list of all PowerNotes and PowerShares related to a record.

Here’s a list of the available features for Summary and Table Views:

Feature Available for Summary and Table View

Add View to any page

✔

Displayed fields are customisable

✔

Edit/Delete individual record

✔

Mark individual record as Read Only

✔

Sort by Column/Field

✔

(N/A for Summary View)

Display PowerShare Source (Contact entered in the Contact Related To lookup on the Original Power Note)

✔

Filter by Keyword

✔

Filter by Owner

✔

Filter by Created Date

✔

Filter by Subject

✔

Filter by note type (PowerNote or PowerShare)

✔

Visually differentiate between PowerNote and PowerShare

✔