Create and Modify a Note Group

Create and Modify a Note Group

Note Groups house and organize notes. When a newly created note is added to a note group in the Back Office, it will be available to use from the Special Notes section of the Touchscreen. This article covers the follow topics:

Create a Note Group

To create a note group, follow the steps below:

  1. Select the Admin Center button.
     
  2. Select the Notes tab.
     
  3. Choose the Note Group subtab.
     
  4. Click the New Note Group button.
     

 

*NOTE: Fields with an asterisk (*) are required.

  1. Identify the new note group by filling in the following description fields:
  • Description* – Enter a name for the note group as it will appear in the Back Office.
  • Screen Description* – Enter a name for the note group as it will appear on the Touchscreen.
  1. Select a Type from the drop-down options:
  • Both – Choose this default option if a note from this group can be applied to both individual items and entire orders.
  • Order – Choose this option if a note from this group can only be applied to an entire order using the Order Notes button on the Revise Order screen.
  • Item – Choose this option if notes from this group can only be applied to order items using the Special Notes button.
  1. Under the Notes section, click Add.
     
  2. Choose the desired Note from the drop-down menu.
     
  3. Set a Sort Order for this note.

*NOTE: Repeat steps 7-9 for any additional notes.
 


 

  1. Click Save and Close.

The note group is now created, and the included notes will now appear once the Touchscreen has been refreshed.

 

Modify a Note Group

After a note group has been created, new notes can be added or deleted to meet the needs of community employees. But before a note group can be modified, it must be located in the Back Office. To find a note group, follow the steps below:

  1. Select the Admin Center button.
     
  2. Select the Notes tab.
     
  3. Choose the Note Group subtab.
     
  4. Click the Details button to the left of the desired note group.
     


 

From this Edit Page, the note group’s descriptions and type can be updated. Notes can also be added or deleted using the steps below.
 

Add a Note

To add a note to this note group:

  1. Under the Notes section, click Add.

  2. Choose the desired Note from the drop-down menu.
     
  3. Set a Sort Order for this note.

*NOTE: Repeat steps 5-7 for any remaining notes.
 


 

  1. If you are finished modifying the note group, click Save and Close.

The notes are now added to this note group and will appear once the Touchscreen has been refreshed.
 

Delete a Note

To delete a note from this note group:

*NOTE: Deleting an note from a note group will not delete the note out of FullCount. The note can still be found under the Notes subtab.

  1. Click the Delete box to the right of the note. The note row will turn red.

*NOTE: Repeat step 9 for any additional notes.
 


 

  1. Click Save and Close.

The note is now removed and will no longer appear in the Special Notes section on the Touchscreen.

Video Tutorial:

Create a Note Group


Add a Note to a Note Group




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