Notes

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Gone are the days of putting a sticky note into a retirement plan's over-stuffed manila folder, but that doesn't mean those pieces of information should be lost. Notes are the digital equivalent to leaving a memo in a file; they are extra bits of information that do not easily fit into another area within PensionPro. Notes can be found in multiple locations in PensionPro, but they function the same no matter where they are located. Notes can also be bulk imported, marked as Important, or sorted into Note Categories for grouping and reporting.

 

Tier Availability: Track, Team, Business

 

Article Contents

 

 

 

Working With Notes

 

Notes can be added to the following record types: Client, Plan, Contact, Project, Distribution, Opportunity, Proposal, and Prospect. Anywhere that Notes can be added, the Notes view will display with a number beside it to indicate how many Notes are present.

 

To access Notes, navigate to the associated record, then select the Notes view. The grid will display information about each Note, including values such as the Note text, Created On, and Created By. Hovering over a Note in the grid will display the Editedit.png and Deletedelete.png options on the right-hand side.

 

Note: A user must possess the Delete Notes Security Right in order to delete Notes.

 

A new Note can be added by selecting Addadd.png at the top-right of the grid. During Note creation, enter the desired Note text; this acts as the message that displays in the Notes grid. Assigning a Note Category will aid in tracking and grouping of related Notes. Additionally, a Note can be optionally be marked as Important, which will flag it with the Importantimportant.png icon and can be used to sort and filter Notes containing critical content.

 

Notes can also be archived by selecting Archive when adding or editing a Note. As opposed to deleting a Note, archiving it retains a record of the Note's existence. By default, archiving a Note hides it from the Notes grid. Archived Notes can be shown or hidden from the Notes grid by selecting Moremore_options.png > Show Archived/Hide Archived.

 

 

Note Categories

 

Note Categories allow users to group related Notes, such as General Notes or Billing Notes. These Note Categories can then be used to filter or group the Notes grid, to filter the relevant PensionPro Reports, or to create custom queries in PensionPro Fetch. 

 

Note: Note Categories are maintained as List Values. More information on List Values can be found in the article List Values.

 

 

Bulk Import Notes

 

Two Power Tools are available that provide the capability to mass import Notes. These are:

 

  • Client Notes Import Power Tool
  • Plan Notes Import Power Tool

 

For more information on importing Notes and Note Categories, refer to the article Data Import - Notes.

 

 

Adding Hyperlinks to Notes

 

Hyperlinks can be copy and pasted directly into Notes, or they can be shortened using HTML syntax. To do the latter, copy and paste the following formatting into a Note, and then replace "URL link" with the desired hyperlink and "Click here" with the display text.

 

<a href="url link">Click here</a>

 

 

Frequently Asked Questions

 

  • I have all Rights, why can't I edit/delete a Note?
    The Note Editing Allowed and Allow Deletion of Notes preferences may be set to No. To enable editing/deletion of Notes at a global level, navigate to the Data Security view of PensionPro Preferences and set the values of these settings to Yes.