Manage Notes in Time Captis

You can add, view, edit and delete Notes for your Contact using Time Captis within your account. Refer to the detailed instructions in the step by step guide below.

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1. Sign in to your Time Captis Account
2. Click on the ‘Notes’ link from the selected team from the list of teams appearing on the left sidebar menu. The 'My Personal' team will display only your personal data you have entered in that team, which can not be shared.

3. To add a Note for a Client, click on the ‘Add Note’ button as shown in Figure 2.

4. Upon doing so, the ‘Add Note’ page will appear. Each step shown in Figure 3 is explained in the below table.

Sl. No.	Name	Type	Description
1	Title	Required	Enter a title for the note
2	Description	Optional	Enter a description
3	Contact	Optional	The contacts will appear according to the selected team. Choose one contact for the note from the drop-down menu
4	Notify By Email	Optional	Check this, if you want to notify subscribers or users through Email regarding this note
5	Contacts	Optional	Choose contact(s) from the drop menu, appearing according to the Team, to whom you want to send notification
6	Users	Optional	Choose user(s) from the drop menu, appearing according to the Team, to whom you want to send notification
7	Email Addresses	Optional	Add more email addresses whose name are not there in contacts or users drop menu to notify them
8	Attach Files	Optional	Choose and upload a file from your system

Once you are done with, click on the ‘Save’ button as shown in Figure 3. Upon doing so you can see your recently added Note appearing in the Note page.

5. To view a Note, click on the said Note on the Note page as shown in Figure 4.

6. Upon doing so, the details page for the Note will open as shown in Figure 5. Each step shown in Figure 5 is explained in the below table.

Sl. No.	Name	Description
1	Contact Name	The name of the contact for which the note is added. click to go to the view contact page
2	Date & Time	The date and time of when the note is added
3	Send Note as Email	Click to send the note as email to the contact chosen for this note
4	Send Note as SMS	Click to send the note as SMS to the contact chosen for this note
5	Add Time	Click to add time for this note
6	Edit Note	Click to edit the note
7	Delete Note	Click to delete the note
8	Go Back	Click to return to the notes list page
9	Title	The title of the added note
10	Description	The description of the added note
11	Files Attached	The file attached while adding the note
12	Time Report	All the time added for this note item will appear under time report
13	Number of Time Report(s)/Total Hour(s)	The total number of time reports added for the note and total hours for all the added time
14	Name	The name of the subscriber who added time for this note
15	Date	The date on which the time was added
16	Total Time	The total time entered while adding the time
17	Comment	The comment added while adding the time
18	Files Attached	The file attached while adding the time
19	View Time Report	Click on the button to view the individual time report
20	Delete Time Report	Click to delete the individual time report

7. To send the Note as Email, click on the 'Send Note as Email' button as shown in Figure 6.

8. Upon doing so, the description of the Note will auto-populate as shown in Figure 7, which is editable. Once you are done with, click on the 'Send' button to send the Note to the contact.

9. To send the Note as SMS, click on the 'Send Note as SMS' button as shown in Figure 8.

10. Upon doing so, the details of the Note will auto-populate as shown in Figure 9, which is editable. Once you are done with, click on the 'Send' button to send the Note to the contact.

11. To add time for the Note, click on the 'Add Time' button present in the view page of the Note as shown in Figure 10.

12. Upon doing so, the Add Time page for the respective Note will appear as shown in Figure 11. Each step shown in Figure 11 is explained in the below table.

Sl. No.	Name	Type	Description
1	Date	Required	The current date will auto-populate. However, you can still edit the date
2	Total Time	Required	Enter the total time for the note
3	Category	Required	Enter the category for the time report
4	Is Billable?	Required	Choose whether the adding time is billable or not
5	Add Comment	Optional	Enter comment for the time report
6	Attach Files	Optional	Choose and upload file from your system

Once you are done with, click on the ‘Save’ button as shown in Figure 11. Upon doing so you can see your recently added Time appearing in the view Note page and in the Time Report page.

13. To edit the Note, click on the 'Edit' button present in the details page of the Note as shown in Figure 12.

14. Upon doing so, the Edit Note page will appear as shown in Figure 13. Edit the details as per your requirement and click on the 'Save' button to save the changes.

15. To delete the Note, click on the 'Delete' button present in the details page of the Note as shown in Figure 14.

16. Upon doing so, you shall see a pop-up window to confirm before deletion. Click on the 'Confirm' button as shown in Figure 15 and the said Note will be deleted.

17. To view an individual time report added for a Note, click on the 'View' button appearing against each individual time report in the view Note page as shown in Figure 16.

18. Upon doing so, the Time Report added for the said Note Item will appear as shown in Figure 17. Each step shown in Figure 17 is explained in the below table.

Sl. No.	Name	Description
1	Date	The date on which the time report was added
2	Total Time	The total time added for the note
3	Is Billable?	Whether the added time is billable or not
4	Category	The category chosen for the time report
5	Comment	The comment added while adding the time
6	Files Attached	The file attached in the note for which the time was added
7	Edit Time	Click to edit the time report
8	Delete Time	Click to delete the time report
9	Go Back	Click to go back to the time report page

19. To delete an individual time report added for a Note, click on the 'Delete' button appearing against each individual time report in the view Note page as shown in Figure 18.

20. Upon doing so, you shall see a pop-up window to confirm before deletion. Click on the 'Confirm' button as shown in Figure 19 and the said time will be deleted.

21. To Filter Note(s), click on the 'Filter' Text box as shown in Figure 20.

22. Upon doing so, the Note page will display the fields for filtering as shown in Figure 21. Each step shown in Figure 21 is explained in the below table.

Sl. No.	Name	Description
1	Title	Enter any note title to be filtered
2	Toggle Up	Click to hide all the filter fields
3	Select Contact	Filter notes by choosing a contact from the drop-down menu
4	From	Filter notes by choosing a start date
5	To	Filter notes by choosing a target date
6	Search	Click to see the filtered result
7	Reset	Click to clear all the search parameters