Documents and Notes
Big Business lets you add Documents and Notes:
• on the Folder tab on Customer, Vendor, etc.
• in the Docs Folder tool on transactions
This Solution provides an overview. (6391)
You can attach documents and notes to a window.
• Documents are files created in programs outside Big Business--letters, memos, spreadsheets, and so on. By attaching these documents, you can keep track of all your work related to the customer, vendor, or item in one place.
• Notes are text comments that you create in Big Business. (These notes are different from the ones that you access with the Note toolbar. See Chapter 7 for information.)
Attached documents and notes are displayed in a list where you can open them. (The program associated with an attached document must be installed on your computer for you to open the document.)
To open an attached document or note:
1. Click the Customer Folder tab.
2. Double-click an item in the list to open it. Alternatively, select the item and click
the button.
To add a Folder Note:
1. Click the Add (+) button in the Customer Folder list and choose Note in the dialog
box that appears.
A dialog box appears where you can enter the note text and options.
2. Click the OK button to add the note to Customer Folder list.
To attach a document:
1. Click the Attach button in the Customer Folder list and choose Attach in the dialog box that appears.
2. Choose the file you want to attach, then click Open to add it to the Customer Folder list.