Quick Start - Notes

Product Training

We show how it's possible to set up Orchid Notes for Sage 300 in under 30 minutes.

00:00 Introduction
03:40 Download, Install & Activate Information Manager
06:22 IM Options for Notes
07:58 Configure Notes for Customers
14:15 Configure Customer Notes against OE Order screen
20:22 Configure Notes on GL Batch Listing & Journal Entry
24:04 Pinning your Notes to the original source screen
25:03 Configuring Procedural Notes (for Screens)
29:13 Summary