Notes

The Notes module of Amicus Attorney provides a quick method of jotting down a Note without having to think about where you want to create the Note. For example, you might quickly type a Note about a Phone Call on the note pad in the Notes module, instead of going to the Communications module and creating a Phone Call record. You can open the Note again later to complete the details.

You can send a Note in the form of a Sticky to yourself or to other Firm Members instantly or at a later date. You can even convert an unassociated Note into a Phone Call, Time Entry, To Do, or other type of record.

There are two main views available in the Notes module:

Unassociated view—Shows your Notes that have not been associated with any other records. These unassociated Notes are listed only in your Notes module. Other users cannot see these Notes.
Today view—Shows your unassociated and associated Notes for today.

Associated Notes

If you associate a Note with Files, People, Events, a Library Page, or Documents, it will no longer be displayed in the Unassociated view of your Notes module. If it is a Note created today, you can view and edit it from the Today view. And regardless of when it was created, it can be viewed and edited from the Notes lists on the associated records:

The Notes > My Notes and All File Notes views of a File Details window
The Notes > My Notes and All Person Notes views of a Person Details window
The Notes view of an Event Details dialog
The Notes view of a Library Page Details dialog
The Notes view of a Document Details dialog

Searching Notes

You can search for Note records using the QuickFind Notes feature in the Notes module. For more information, see Searching Notes.

You can also search the contents of associated Notes in the appropriate module:

Do a QuickFind File search in the Files Index—see Finding Files (QuickFind)
Do a QuickFind People search in the People Index—see Finding People (QuickFind)
Do a search in the Search function (this also finds unassociated Notes)—see S earch

Main Notes

The Main Note field in a File, Person, or Event record is the note field used for synchronization with third-party links, such as the Outlook Contacts & Calendar Link. A Main Note is useful in Reports and Document Assembly Templates. A Main Note is not a Note record and therefore is not included in the Notes lists or Notes module, nor is it discussed further in this chapter.

Setting your preferences

You can use preference settings to customize the Notes module to your personal requirements. For information on setting these preferences, see Notes preferences.