Overview:
“Notes” entries in the Opto are traceable and actionable records created in relation to the following:

• Client
• Suppliers
• Employee
• Workcentres

Notes can be used as CRM, HR and PM tools and enable centralising of company information within the Opto system.

• CRM = Customer Relations Management.
• HR = Human Resources.
• PM = Preventative Maintenance

Creating Notes Categories

Before the USER can create Notes Record, categories and sub-categories must be created to be assigned to the records. It is mandatory to assign a category to each Note record. These categories are used for classifying the ‘Notes’ Records and then can be searched by filtering these categories.

Open the CONTACTS tab on the Opto Ribbon and then click on the ‘Data Set’ arrow to display the drop-down menu and click on Notes Categories option.

The ‘Notes Categories’ window opens, click in the “Code” field and enter a code, press <TAB> and then enter a description. Select an area in relation to your category from the drop-down list, see example below. Press <F9> to save the category entry. Continue to create categories as required.

Sub Categories can be assigned to a Parent Category in the table on this window. The Sub Categories can also be edited or deleted from this window. To create a sub-category – click on the ‘Data Set’ arrow to display the drop-down menu and click on Notes Sub Categories option.

Enter a code, press <TAB> and then a description for the sub category.  Click on the “Parent Category” field and click on the drop-down arrow or press <F2> to select a parent category from the pop-up list and then click OK. These category codes are now linked, press <9> to save the Sub-Category. Continue to create the sub-categories and allocating them to their parent code, press <F9> to save each entry. See examples below. Click on the tick box as shown below if action is automatically required for any or all of the sub-categories press <F9> to save.

Opto Software Pty Ltd
Created: 31/10/2022