Overview of Note Editor/Note Timer

The Note Editor and Note Timer let you review and manage notes related to a selected name or matter.

Click here for more information about name and matter notes.

The Note Editor and Note Timer are very similar. The only difference is that you have the ability to configure the Note Timer so that it shows a "call results" box that lets you record an action during a communication (Spoke to, Left Message, No Answer, etc.).

To open the Note Editor

• With the name displayed in the Name window or the matter displayed in the Matter window, click the Notes tab. Click Add.

• Select Notes > Browse all Notes to open the All Notes window. Click Add.

To open the Note Timer

• Click the Notes button on the toolbar, or

• Press F2, or

• Select Tools > Note Timer.

Note Editor/Note Timer Tasks

For Note Editor/Note Timer you can:

• Add/edit notes for names and matters

• Spell check notes

• View related notes

• Configure Note Editor/Note Timer