Taking Notes
When you work on data for planning, it is almost inevitable that you will discover issues with your data, to which you you want to make a correction. The notes functionality allows you to capture these notes, and the recordings can then be exported in a machine-readable format (.csv) that can be used to update the source systems offline.
Just like the exporting data functionality, the notes button is located on the Grid Action Bar, and is shown below. Keep in mind, you can only add notes once you've selected a record or records to add them to.
There are two types of information you can capture in the notes:
- Flagging incorrect data (e.g. account address changed)
- Free form notes
Notes Stay With the Record
Notes are associated with the actual record in the grid. The node in the hierarchy that record is associated to is not impacted. If you move the record between nodes in the hierarchy, the notes move with them.
To know in detail how to add/delete notes, follow the link Adding notes to a record.