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How to add card notes?

5 years 5 months ago
Randy Digby
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How to add card notes? #6334
New to CardExchange...only two days into it.

Is there a place attached to each card design where I can enter notes for that particular design. For example, some customers want a security overlay and others do not. I have a customer that gets three cards per person but only one in each set will have a slot in the top. This is the kind of info I would like to be able to record.
Thanks,
Randy
5 years 5 months ago
Craig Bechelli
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How to add card notes? #6336
Hi Randy,

We have the option to display visible notes next to the card design in the main window, to display these lease follow the steps below:

1 - Select the configuration tab and click on advanced options
2 - Check the box for "Show advanced mappings" and click ok
3 - Under the configuration tab select card definition wizard
4 - In the top right you can enable and enter notes that will be visible next to the card design in the main window

Attached is a screenshot showing this, if you have any problems let me know.

Craig

Craig Bechelli
CardExchange Solutions Support Team

"If you define the problem correctly, you almost have the solution." (Steve Jobs)
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5 years 5 months ago
Randy Digby
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How to add card notes? #6338
Perfect...got it working!
5 years 5 months ago
Randy Digby
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How to add card notes? #6364
I've got the notes working, but need some additional help with the notes. On some cards I may have multiple notes that I want to see. Is there a way to do a CR in the note editor so that I can have different notes on different lines in the note box. When I enter the first line of text and press ENTER, the note is saved and the note editor closed.
5 years 5 months ago
Rutger Koperdraad
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How to add card notes? #6368
Hi Randy,

You can use Ctrl+Enter to go to a new line without closing the editor.

For your information, once the visible note is shown in the main window, you can drag the Visible-note tab to any position on the screen you want, in order to attract the user's attention, see screen shot below.



regards,
Rutger.

Rutger Koperdraad
Senior Software Engineer

"A reasonable man adapts himself to the world. The unreasonable man persists in trying to adapt the world to himself. All progress, therefore, depends on the unreasonable man." (Bernard Shaw)
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The following user(s) said Thank You Randy Digby
5 years 5 months ago
Randy Digby
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Posts: 13
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Topic Author
How to add card notes? #6369
Works like a champ...thanks.