The Notes Management Tool gives you an overview of  all the notes you have created. The notes are presented in separate tabs for each resource type: Persons or Documents.  

To open the Notes Management Tool

Do one of the following:

  • Use Tools > Notes Management Tool...
  • From the Notes tab of Person Properties, click My Notes.

To open a note

  1. Open the Notes Management Tool. You can do one of the following either,
  • Double-click the title of a note
  • Select the title of a note and click Open.

To change the sharing of notes

  1. Open the Notes Management Tool.
  2. Mark the check boxes for the notes you want to modify .
  3. Choose a sharing level from the pull-down list for each selected note,.
  4. Click Apply.

Tip: You can update a sharing status for all notes in the Notes Management Tool at once. Mark the check box in the Check box column, it will select all notes and click Apply. The sharing status will be updated.

To delete notes

  1. Open the Notes Management Tool.
  2. Mark the check box for the notes you want to delete.
  3. Click Delete and then OK to confirm deleting.

     Tip: You can delete all notes in the Notes Management Tool at once. Mark the check box in the Check box column, it will select all notes. Click Delete and then the OK button to confirm the action.


See also About Notes, Messages.