Notes/ Icon/ How to add

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ALI
First Paid On ICD-10
Posts: 61
Joined: Wed Mar 09, 2011 2:56 pm
Location: Lucerne, ca

Notes/ Icon/ How to add

Post by ALI » Thu Mar 22, 2018 5:19 pm

Hello
I finally upgraded to V22 today

How do I get the little Note Icon to show up again on transaction line items? I can add notes but it's not flagging the line item with a Note icon any longer.

Thanks, Ali

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Gavin Walker
Posts: 4625
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Notes/ Icon/ How to add

Post by Gavin Walker » Fri Mar 23, 2018 12:57 pm

Hi Ali, make sure you have the Documentation column setup in your grid. I created this YouTube video that demonstrates how to configure your grid columns.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

ALI
First Paid On ICD-10
Posts: 61
Joined: Wed Mar 09, 2011 2:56 pm
Location: Lucerne, ca

Re: Notes/ Icon/ How to add

Post by ALI » Fri Mar 23, 2018 6:13 pm

Thanks Gavin, yes I did that but didn't catch on which column to add. Got it now!
Have a nice weekend. Will look thru your videos when I have more time, I didn't realize there were so many!

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