Using TeamTalk > Setting Up TeamTalk Notes

Setting Up TeamTalk Notes Using the TeamTalk Wizard

The TeamTalk Wizard guides you through the process of creating a TeamTalk note.

To set up TeamTalk notes using the TeamTalk Wizard:

1. Select Wizards > TeamTalk Wizard.

2. Read the introductory paragraph, and click Next.

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

• The events are specific to the selected database.

4. Select the event to display a note, and click Next.

5. The option text is specific to the database.

5. Select an option:

6. To display the TeamTalk note each time the event is performed to each record in the database:To display the TeamTalk note each time the event is performed to each record in the database:Select Every____Record and click Next. To select several records, press Ctrl, select the records, and double-click the last record. Click Next.

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

6. Select an option:

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

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

9. To display the TeamTalk note every time the event is performed:To display the TeamTalk note every time the event is performed:Select Always and click Next.

7. Select an option:

8. To add a condition and further restrict the event that displays the note:To add a condition and further restrict the event that displays the note:Select Extra Settings and click Next.
   
   Select the field to which to apply the condition from the drop-down list and 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.
   
   When you are finished adding conditions, click No.
   
   For a list of database conditions, see Understanding TeamTalk Conditions.

• To add no conditions that further restrict the event that displays the note:To add no conditions that further restrict the event that displays the note:Deselect Extra Settings and click Next.

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

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

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

10. Ensure that your TeamTalk note event, condition, and text are correct and click Finish.

11. 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.

A message asks if you want to create a TeamTalk note for the same database.

12. Select an option:

13. To add another TeamTalk note for the same database:To add another TeamTalk note for the same database:Click Yes. Repeat steps 4 through 11.

14. To close the wizard:To close the wizard:Click No.

A message asks if you want to create a TeamTalk note for another database.

13. Select an option:

14. To add another TeamTalk note to another database:To add another TeamTalk note to another database:Click Yes. Repeat steps 3 through 11.

15. To close the wizard:To close the wizard:Click No.