Notes

WorldClient's Notes will allow you to create and manage text information that can also be color coded, associated with contacts and categories.   Notes can be synced with your Outlook mail client using OutlookConnector.

Creating a Note

To create a note you will need to click on the 'New' arrow in the toolbar and choose 'Note'.  You can type into the text area the details of the note and click the 'X' button to save and close the note.

Editing a Note

Notes can be edited by double clicking on the note bar in the main note view.  The note will open up in the window and you can edit it.  If you would like to set advanced properties like contacts, categories or the note color you can right click on the note and choose 'Advanced Edit' from the context menu.

Deleting a Note

Notes can be deleted by selecting them in the list view and clicking on the 'Delete' button in the toolbar or right-clicking on a note and choosing 'Delete'.  You can select multiple notes by holding down the control (CTRL) key on your keyboard and selecting specific notes, or by holding down the shift key to select a range of notes.