10. Notes Page

Open from the Note menu to manage general notes, reminders, instructions, and shared reference information.

Layout

• New Note: Starts a blank note in the editor panel.
• Search Box: Searches notes by title, creator name, or note snippet.
• All Filter: Shows every note you are allowed to view.
• Private Filter: Shows your private notes and notes shared specifically with you.
• Shared Filter: Shows public notes.
• Notes List: Displays note title, short snippet, creator, last update time, and privacy badge.
• Content Panel: Shows the selected note, editor, or empty welcome message.

Creating A Note

1. Open.
2. Press New Note.
3. Enter a title.
4. Choose a visibility option.
5. Write the note content in the rich text editor (TinyMCE editor).
6. Press Save Note.

Visibility Options

When Share with Specific Users is selected, you must choose at least one user in Select Users to Share With.

Viewing Notes

• Select a note from the left list to open it.
• The note header shows the privacy badge, creator, last update time, and shared users when applicable.
• The note body displays the saved rich text content.

Editing And Deleting

• Only the note creator can edit or delete a note.
• Use Edit to update the title, content, visibility, or shared users.
• Use Delete only when the note is no longer required.
• The system asks for confirmation before deleting a note.

JSON Download

Use JSON to download the selected note metadata and content as a .json file. This is useful for backup, support review, or moving note content outside the system.

Good Practices

• Use clear titles so notes are easy to search later.
• Keep private notes for personal reminders and shared/public notes for team reference.
• Do not store passwords or sensitive financial details in general notes.
• Review shared users before saving a note that contains internal instructions.
• Update old notes instead of creating duplicates for the same topic.

Box ERP User Manual · Generated from Markdown