The tabs available on the Notes Details page after a contact has been created allow a user to create multiple instances of the same type of data and display this data in rows underneath the tab.
This article follows on from the ChilliDB Basics Quick Start: Notes article and provides more detail regarding the tabs available to a user after creating a new note, as well as their functionality.
Note: users are able to create their own tabs in a ChilliDB record, just as they are able to add their own fields . For detailed information on how to do this, please see the Working With Grids article.
Notes Tabs
Tabs available for Note records function differently to the tabs in Contacts and Organisations in that they don't allow the user to create new records from the tabs. They are simply there to provide information about the note. However, the information recorded under some of the tabs does link to other records in the system. An overview of the notes tabs is provided below:
1) Those tabs that link to records elsewhere in ChilliDB
This means that any information listed under these tabs will automatically appear against the related record in the relevant module as well. Below an overview of the function of each tab is provided.
Contacts/Organisations: this tab lists all of the contacts and/or organisations that were linked to the note when it was created. If contacts are listed, the organisation they are linked to is also available. Users can click on either the contact name or the organisation name to access those records from this note tab.
Cases: details of any cases from the Case Management module that the note is linked to will be listed here. Users are able to click on the case reference number to access the case record. They are also able to click on the client's name to access their contact record and/or click on the case worker name to access their contact details.
Note: a note that isn't attached to a case but should be can be linked via the 'Actions' menu on the top right-hand corner of the note record screen. For more details on this, please see the 'ChilliDB Basics: Notes - Actions Menu' article.
2) Those tabs that display items attached to the note:
The standalone tabs (i.e.: those that aren't connected to another module in ChilliDB) allow users to collect more information against an organisation record. As mentioned in the introduction to this organisations tabs article, these particular types of information are likely to have multiple instances of data collected, and thus are presented in tab format to allow this to occur.
File Attachments: this tab displays any attachments that have been uploaded with the note when it was created.
Users can click on the file name, and a window opens displaying the document.
We hope you have found this working with notes tabs article useful. If you have any further questions, please don't hesitate to get in touch, either through our Help Desk or by contacting us at info@chillidb.com
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