Notes Management in dotBizX.Com

Notes Management in dotBizX.Com

Posted on 2026-02-10
Notes Management in dotBizX.Com

1. How to show List of notes in dotBizX.Com?

1.1. Step 1: Open The Interface of Daily Works module

     Click on Daily Works (1) menu => Then you can see the dashboard of Daily Works like Illustration 01 bellows.

The Interface of Daily Work Module

Illustration 01: The Interface of Daily Works Dashboard

1.2. Step 2: Open List of notes

     In Daily Works Dashboard like Illustration 01 above, you click on Notes [DW5] button => Then you can see List of Notes like Illustration 02 bellows.

List of Notes

Illustration 02: List of Notes

     * Notes:

+ Add New (2) button or Add New Note (2') button: It's used to create a new note.

+ 3rd red area (3): It's used to filter data for the suitable notes.

+ Eye (4) icon: It's used to show Note details.

+ Pencil (5) icon: It's used to modify an existing note.

+ Trash can (6) icon: It's used to delete an existing note.

2. How to create a new note?

     In list of notes like Illustration 02 above, you click on Add New (2) button or Add New Note (2') button => In Add New Note Form like Illustration 03 bellows, you need input all things for it => Final, you click on Save Changes (14) button to finish.

Add New Note Form

Illustration 03: Add New Note Form

     * Notes:

+ Cells marked with a red asterisk (*) are mandatory.

Categories (8) box: You need choose a suitble value. It hasn't any values so you can create it by click on Add New Category option near this box. Or you can do it via 9.1. Categories Management of the user guide of dotBizX.Com.

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