1. Click
Configured Items.
2. In
the Navigation pane, select Set Management > Configured
Sets.
3. Depending
on the amount of records you have within your database, the list may not
readily populate. To populate the list, perform one of the following actions:
·
Within the search box, type any portion of
the record and then click the magnifying glass.
·
Click the Show All button.
4. The Configured Sets list
opens, displaying all existing sets. Double-click the set to modify.
The Set Management window
opens.
5. Within the Notes
ribbon group, click the lower half of the Notes button to access a drop-down
menu.
6. From the menu, click Add
Note.
7. A box opens, type the text
in the box.
8. When finished, click the
red X in the top of the box to save and close.
9. To view your new note,
click on the upper portion of the Notes button, the screen changes to display a
list of the notes associated to the set. New notes populate at the top of the
list.
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