Create Note

The Create Note window allows adding notes to the trades. When you re-open the trade, the notes will appear in front of the trade worksheet.

1. Creating a Note

Enter the information as applicable. The fields are described below.

Then click Save to save the note.

Fields	Description
Type	Select a note type. You can add new types in the tradeNoteType domain from the Calypso Navigator using Configuration > System > Domain Values (menu action `refdata.DomainValueWindow)`.
Permanent	Select this to make the note permanent so that it always appears with the trade and cannot be dismissed. Non-permanent notes can be dismissed.
Severity	Select a severity from HIGH, MEDIUM or LOW. HIGH Severity HIGH severity notes have a red background. These notes appear first. MEDIUM Severity MEDIUM severity notes have a green background. These notes appear after the HIGH severity notes. LOW Severity LOW severity notes have a yellow background. These notes appear last.
Message	Enter the actual message of the note.
Audience	Click ... to select who can view the note.
Process By	Click ... to select who can dismiss the note. This only applies to non-permanent notes.
End Date	Enter the expiration date of the note. This only applies to non-permanent notes.

2. Viewing Trade Notes

When you open a trade, the trade notes appear in front of the trade worksheet. Trade notes with the highest severity appear first, then the medium severity, and finally the low severity. You cannot access the trade worksheet until you dismiss or close the trade notes.

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Dismiss — Click Dismiss if you do not want a note to appear with the trade again. You cannot dismiss a permanent note, and you cannot dismiss a non-permanent note if you do not have permission to dismiss notes.

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Close — Click Close to close the note.

To view trade notes after you have closed them, choose Utilities > Show Notes.