Documenting with Notes and Tasks

Quick Notes are a fast and easy way to document any communication you have with an employee, a company contact, or to read internal People2.0 communications. Quick notes are printable and you can easily filter through all notes to find a specific note or group of notes.

VIEW AN EXISTING QUICK NOTE

1

Go to the appropriate Person, Company or Order file and select the Quick Note toolbar icon.

2

Notice existing Notes (shown at the bottom of the window), listed most recent to oldest. Stafftrak will display approximately 50 notes, however, you may search through all notes to find what you need.

To view the contents of an existing Note, select the date/time (blue) text.

3

Review the Quick Notes content, or modify the information as necessary.

4

Note: Hover over the column heading and notice it too turns orange. Select it and it will sort (A-Z) based upon that column of data. Select the column heading a second time and it will reverse sort (Z-A).

To locate all results, use the “ % “ symbol as your search criteria. This will act as a ‘wildcard’.

ADVANCED SEARCH

1

On the main screen of Stafftrak, next to the quick search text box, select P for Person; C for Company; or O for Order.

2

Within each – P, C, O – review the drop-down options showing what you may use as criteria drill-down.

3

Checkbox options determine what area within Stafftrak you are searching. For example, Notes would search within the Quick Notes area, Files searches through attached documents of the file. These options make the Search much more pin-pointed and robust.

4

After you have made your Search selections, to see Search results, select the magnifying glass.

5

Select the Export button to have resulting Search data downloaded in a Microsoft Excel file.

ADVANCED SEARCH USING KEYWORDS

1

On the main screen of Stafftrak, next to the quick search text box, select P for Person; C for Company; or O for Order.

2

Within each – P, C, O – from the drop-down, select Keywords. Type keywords and select the Magnifying glass icon to see the search results.

3

Checkbox options determine what area within Stafftrak you are searching. For example, Notes would search within the Quick Notes area, Files searches through attached documents of the file. These options make the Search much more pin-pointed and robust.

4

After you have indicated your Search selections, to view Search results, select the magnifying glass.

5

Select to the left of the search results line to see where the keyword was found. A pop-up box will show the details.

6

Select the Export button to have resulting Search data downloaded in a Microsoft Excel file.