Using TeamTalk > Setting Up TeamTalk Notes

Setting Up TeamTalk Notes from the TeamTalk Window

To set up TeamTalk notes from the TeamTalk window:

1. Select TeamTalk > TeamTalk Setup. The TeamTalk window is displayed.

2. Select the database for the note from the drop-down list. For a complete list of databases and events, see Understanding TeamTalk Events.  

3. Select an option:

4. To display the TeamTalk note each time the event is performed for each record contained in the database:Select the Every____Record drop-down list. To select several records, press Ctrl, select the records and double-click the last record. Click Next.

5. To display a TeamTalk note each time the event is performed for a specific set of records contained in the database:Select One/Few____Records and click Next.

4. Select the event to display a note from the Show Note section.

5. Select an option:

6. To display the TeamTalk note only the next time the event is performed:Select At Next Event.

7. To display the TeamTalk note for a specific date or date range:Select In Date Range and select the dates from the From and To drop-down calendars.

8. To display the TeamTalk note every time the event is performed:Select Always.

6. To add a condition and further restrict the event that displays the note, click Extra Settings.

Select the field to which to apply the condition from the drop-down list:Click Next. Select the restrictions from the drop-down list and click Next. A message asks you if you want to add another condition. To add another condition, click Yes and repeat this step.

For a list of database conditions, see Understanding TeamTalk Conditions.

When you are finished adding conditions:Click No. The TeamTalk Setup Wizard - Conditions window is displayed. Review your conditions, and click Finish. The TeamTalk window is displayed.

7. Type the note subject in the Description field, and type the note text in the Note field. The spell checker function checks the note for misspelled words.

8. If you do not enter text into the Description field, the first 40 characters of the note text are automatically populated in the field.

8. To play a sound each time the note is displayed, select Play sound when note appears, and select the sound from the list.

9. Click OK. If a note for the same event already exists, a message asks if you want to append the new note to the existing one. To append the new note, click Yes. If you click No, the note is displayed at the same time as the existing note.