The Select Notes dialog box displays all notes related to the record and the date they were added.
Select Notes Fields
| Field Name |
Field Description |
| Name |
The party’s name is displayed. |
| DOB |
The party’s date of birth is displayed. |
| DL |
The party’s driver’s license number is displayed. |
| SSN |
The party’s Social Security Number is displayed. |
| Sort |
From the drop-down list, select the order in which the notes in the table should be displayed. |
Additional Options
| Option |
Option Description |
| Clear All |
Select this option to clear all of the check boxes on the notes. |
| View |
Select this option to view how the print out of the notes will appear. The View Party Notes dialog box is displayed.
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| Exit |
Select this option to exit the Select Notes dialog box and return to the Notes tab.
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