Users User Notes Edit/fr: Difference between revisions
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[[Image:help-3x-users-notes-en.png|800px|border]] | |||
==Details== | |||
*'''Subject'''. The subject line for the note. | |||
*'''User'''. The user for the note. You can select an existing user | |||
User | *'''Category'''. (''Uncategorised''). The category that this item is assigned to. | ||
*'''Status'''. (''Published''/''Unpublished''/''Archived''/''Trashed''). Set publication status. | |||
*'''Review Date'''. Review date is a manually entered date you can use as fits in your workflow. Examples would be to put in a date that you want to review a user or the last date you reviewed the user. | |||
*'''Version Note'''. Enter an optional note for this version of the item. | |||
*'''Note'''. Enter the note. | |||
== TinyMCE Editor == | == TinyMCE Editor == | ||
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==Quick Tips== | |||
The 'editor' will be the chosen 'editor' for the user editing the note. Examples: TinyMCE - JCE - Codemirror. | |||
==Related information== | ==Related information== | ||
Revision as of 11:22, 25 October 2021
Description
This is where you can
- Add a new User Notes Category.
- Edit an existing User Notes Category.
How to Access
Add a new Category
- Click the Users button in the Control Panel
- Select User Note Categories in the left sidebar
- Click the New button in the toolbar.
- Select Users → User Note Categories → Add New Category from the dropdown menu of the Administrator Panel
Edit an existing Category
- Click on an Category's Title.
- Check the Category's Checkbox
- Click the Edit button in the toolbar.
Screenshot
Details
- Subject. The subject line for the note.
- User. The user for the note. You can select an existing user
- Category. (Uncategorised). The category that this item is assigned to.
- Status. (Published/Unpublished/Archived/Trashed). Set publication status.
- Review Date. Review date is a manually entered date you can use as fits in your workflow. Examples would be to put in a date that you want to review a user or the last date you reviewed the user.
- Version Note. Enter an optional note for this version of the item.
- Note. Enter the note.
TinyMCE Editor
TinyMCE is the default editor for both Frontend and Backend users. TinyMCE is a WYSIWYG (what you see is what you get) editor that allows users a familiar word-processing interface to use when editing Articles and other content.
TinyMCE can be configured with 3 different sets of toolbar buttons
- Set 2 is assigned to 'Public'.
- Set 1 is assigned to the 'Manager' and 'Registered'.
- Set 0 is the most extended toolbar and is by default assigned to the 'Administrator', 'Editor' and 'Super Users'.

Learn about Toolbars, Editor Buttons and Accessibility of TinyMCE.
Toolbar
At the top you will see the toolbar:
User Notes: New:
The functions are:
- Save. Saves the user note and stays in the current screen.
- Save & Close. Saves the user note and closes the current screen.
- Save & New. Saves the user note and keeps the editing screen open and ready to create another user note.
- Cancel. Closes the current screen and returns to the previous screen without saving any modifications you may have made.
- Help. Opens this help screen.
User Notes: Edit:
The functions are:
- Save. Saves the user note and stays in the current screen.
- Save & Close. Saves the user note and closes the current screen.
- Save & New. Saves the user note and keeps the editing screen open and ready to create another user note.
- Save as Copy. Saves your changes to a copy of the current user note. Does not affect the current user note.Note: This toolbar icon is only shown if you edit an existing user note.
- Versions. Opens the user note Version History window to show any prior versions of this item. This allows you to view older versions of this item and, if desired, restore from an older version. Learn more about Version History.
- Close. Closes the current screen and returns to the previous screen without saving any modifications you may have made.
- Help. Opens this help screen.
Quick Tips
The 'editor' will be the chosen 'editor' for the user editing the note. Examples: TinyMCE - JCE - Codemirror.