Notes - Training

Product Training

Anne shows how to configure and use Orchid's Notes add-on module for Sage 300. Attach context-sensitive notes to Sage 300 fields and/or screens.

00:00​ Information Manager Notes Overview
04:46​ Activate Information Manager
05:15​ Information Manager Licensing for Notes
05:55​ Information Manager Notes configuration using VPF
06:40​ Configure Notes for Items
22:08​ Configure Notes for Vendors
27:15​ Configure Notes for Master Files (Vendors & Items)
33:23​ Configure Transaction Notes (GL Journals & OE Shipments)
39:40​ Configure Screen Notes (GL Journal Entry & Customer Entry)
42:55​ User Specific Notes Configuration
46:19​ Q&A