Maintaining Notes for a Payment Estimate

The Notes tab on the Contract Payment Estimate Summary contains a list of notes recorded for the payment estimate. Each row contains an Actions button and current values in these fields:

To add a new note for the payment estimate, click the New button. The system adds a blank row. To save the new row, you must enter a value in the Payment Estimate Note field. The system automatically enters your name and the current date in the Created By and Created Date fields.

You can modify or delete a note only if you are logged in with the account used to create the note.

Click in the Payment Estimate Note field and add, change, or delete information as needed. The values shown in the Created By and Created Date fields are generated by the system and cannot be modified.

To delete a note from the payment estimate, select Delete from the Actions menu on the note row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

To save your changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.