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Converting
Notes
Notes
provide a quick method for jotting down thoughts, things to
do later, messages for colleagues, conversations with clients,
and so forth. Information stored in a note might actually
be needed in a different kind of record. To facilitate this
natural workflow and avoid any need for retyping, you can
convert a note into a phone call, phone message, email, to
do, appointment, time entry or library page.
To convert
a note into another record type:
- Select
a note in the Unassociated Notes view by simply clicking
on it.
- Select
a record type in the Convert This Note list box in the control
panel at the left.
- Click
Convert.
- The
appropriate details dialog for the new record type appears
with much of the information already filled in, including
the note text and any file and people association.
- Fill
in any additional details in the new record dialog, and
then click OK.
Alternately,
you can also:
- Double-click
a note (associated or unassociated) in a notes list.
- The
list may be either in the notes module or in a notes
view of a file detail.
- The
note details
dialog appears. If you wish, edit the text of the note and/or
select the file/people/event/library page with which you
want the new record to be associated.
- Select
what type of record you would like to convert the note to
by picking it in the drop-down list to the right of the
Convert button.
- Click
Convert
- The
note details dialog closes, the note is deleted and the
appropriate details dialog for the new record type appears
with much of the information already filled in, including
the note text and any file and people association.
- Fill
in any additional details in the new record dialog, and
then click OK.
TIP:
An email created from conversion of a note does not automatically
contain the text of the note. If desired, copy that text from
the note before conversion, and paste it into the body of
the new e-mail.
For more
information on Amicus Attorney 2009 Premium Edition visit
www.amicusattorney.com.
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