How To Use Power Notes Viewer

Power Notes Viewer

Search

The Power Notes Viewer lets users search and review existing Power Notes.

There are two ways to search:

• Search using a keyword by entering a keyword in the search box.
  
  
• Search using filters by clicking the filter button. The available filters are:
  • Power Note Owner
  • Created Date
  • Subject

  

Expand, Collapse, Delete

Expand or collapse the Power Notes displayed in the Power Notes Viewer using the arrow on the right. When collapsed, only Subject and Related To are visible. You can also Collapse All/Expand All using the command on the top right of the list.

Delete or Edit a Power Note by using the option under the downward arrow on the right.

The default to show all collapsed or show all expanded is controlled by a checkbox on the Power Notes Custom Setting. For more details, see Admin: Power Notes Configuration

Sorting

Click a column header to sort the table; click again to reverse the order.

Resizing

Drag and drop the columns borders to resize the column.