Working with Florist Notes

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#Locate the florist using a '''Florist Search'''.
#Locate the florist using a '''Florist Search'''.
-
#Click the notes icon for the florist. The '''[[Florist Notes Window|Florist Notes window]]''' opens.
+
#Click the notes icon for the florist. The '''[[Florist Notes Window]]''' opens.
#Update the notes as necessary.
#Update the notes as necessary.
#Click '''Save'''.
#Click '''Save'''.
Line 26: Line 26:
#Locate the florist using a '''Florist Search'''.
#Locate the florist using a '''Florist Search'''.
-
#Click the notes icon for the florist. The '''[[Florist Notes Window|Florist Notes window]]''' opens.
+
#Click the notes icon for the florist. The '''[[Florist Notes Window]]''' opens.
#Highlight all florist notes and press the '''Delete''' key.
#Highlight all florist notes and press the '''Delete''' key.
#Click '''Save'''.
#Click '''Save'''.
The [[Florist Search Main Window|Florist Search window]] window will update and display an Add Note link for the florist.
The [[Florist Search Main Window|Florist Search window]] window will update and display an Add Note link for the florist.

Revision as of 10:39, 7 September 2010

This information applies to FTD Mercury X2 Fall and later versions.


Adding Florist Notes

To add notes for a florist:

  1. Locate the florist using a Florist Search.
  2. Click the Add Notes link for the florist. The Florist Notes Window opens.
  3. Add your notes.
  4. Click Save.

The Florist Search window will update and display an note icon for the florist.

Editing Existing Florist Notes

To edit existing florist notes:

  1. Locate the florist using a Florist Search.
  2. Click the notes icon for the florist. The Florist Notes Window opens.
  3. Update the notes as necessary.
  4. Click Save.

The next time you open the Florist Notes Window or Florist Details Window for this florist, the notes will be updated.

Removing Existing Florist Notes

To remove all existing notes for a florist:

  1. Locate the florist using a Florist Search.
  2. Click the notes icon for the florist. The Florist Notes Window opens.
  3. Highlight all florist notes and press the Delete key.
  4. Click Save.

The Florist Search window window will update and display an Add Note link for the florist.

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