Notebook
Managing the Notebooks in the system.
By Terence1 author8 articles
Create a Notebook Type with email and attachmentsCreate a Notebook Type with email and attachments.
Not all notebook entries are showing in a recordThis article explains what to do if you are unable to see all notebook items or to see older notebook entries.
Unable to delete/edit protected notebook itemThis article explains how to resolve the issue when an item can't be edited because of lock symbol - user cannot delete item because it has been protected by another…
See all available Notebook Types and TemplatesThis article explains what to do if you can't see all available Notebook Types and Templates, Templates missing or how to restrict Notebook Types and Templates to specific groups/users/sectors.
Contact notebook records not synching with client notebookThis article explains what to do if some contact notebook records aren't syncing with the client notebooks. A contact has been contacted recently and although we can see the communication…
Restrict the Notebook Item report to show certain usersThis article explains if there is a way to restrict managers to only see their own staff in the Notebook item report.
Delete a Notebook itemThis article explains what to do if, when attempting to delete a Notebook Item (Selecting File, Delete), the option to delete the item is greyed out and not accessible.
Unable to forward Notebook itemsThis article explains why the Forward button on some notebook items is greyed out.