Add Note

Select a NOTEBOOK from the drop down list into which to place the Note

 

The CATEGORY assigned to a Note. Select from the drop down list or add a value manually.

 

The drop down list is populated from the CATEGORY MASTER and any values manually added are written to the CATEGORY MASTER as well

 

This field is normally used to record the subject matter or title by which the note is to be referred

 

THIS IS A MANDATORY FIELD and is used in many views and reports as the primary sort element

 

Used to record the Note creation date or the event date, depending on user requirements

 

It may be entered manually or by selecting the required date from the popup calendar by clicking on the button to the right

 

Refer to the topic Entering Dates for issues related to dates

 

Used to record the name of a source, or the originator of the information

 

The Repository where the source information for the Note is  held

 

A user defined Reference Number for the Note. This value can be auto-assigned if configured as such in the NOTEBOOK PREFERENCES or entered manually

 

This data element is primarily designed as a reference between Genota and an external filing system.

 

Entering the call number, or file reference of an external file as the Reference ID enables quick access between the two systems

 

Used to record the Individual ID, i.e. The unique identifier assigned to an individual in most family history software packages

 

Numeric values up to a maximum 2,400,000,000 are acceptable

Check this box to tag the Note as active, i.e. subject to current activity

 

Displays the list of Repositories on file from which to select

 

This list is populated from the Address Book

Save the Note information to file