About the Notes screen
MrDistrict can create multiple Notes attached to a person/entity's record. The Notes themselves are created in MrDistrict's built in Word Processor which creates files in Rich Text Format. Those files open by default in Microsoft© Word© (if it is installed) or Wordpad and can include many types of formatting, such as, pictures, multiple font sizes and colors, tables, and more. Notes can be marked as Current or Archived to facilitate organization/filtering/deletion. Notes can be conveniently started in MrDistrict and then transferred to Microsoft© Word© for final editing. Upon transferring a Note to Word©, MrDistrict tracks where it was first stored as a file and can then open that file (Word Document) from the Notes interface (until the file is moved or deleted) making it very easy to use MrDistrict as an organizational tool for your correspondences.
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Content
As you can see in the example, a Note can contain formatting, pictures and more. Clicking either the 'Add New' or 'Edit' button automatically opens MrDistrict's built in word processor; MrD.Write
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Ordinal Position in Notes and Note filter state
If there are multiple Notes attached to a person or entity's record then the Arrow keys will scroll through them and your position among those multiple Notes will be indicated here, as in, '2 of 5'. You can alternatively hold down the CTRL key while clicking the Arrow keys to move through voter records.
Also, a persons Notes can be filtered on Archived, Current, or Current and Archived Notes by left clicking the button to the right of 'Current ?' which changes the Notes filter state.
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Author
Who was Logged in when this Note was written.
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Date and Time last edited
The date and time this Note was last edited in MrDistrict.
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Current or Archived
Right click the button to the right of 'Current ?' to toggle a Note's status from 'Current' to 'Archive' or back.
Left clicking the button to the right of 'Current ?' changes the Notes filter from 'Current and Archived Notes' to 'Current Notes' to 'Archived Notes'.
As you use the Notes interface you will want to set a notes 'Current?' status to archive after an issue is resolved or when what the note pertains to has moved into the past. You will have some records that will have many more Notes than others, archiving helps to manage those records.
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Last Known Location
If a Note is transferred to Word© then the name and location of the created file is automatically noted in this area.
Double clicking in this area will attempt to open the file referenced.
The location that the file is created at is stored with the Note record itself as a 'Last Known Location' and remains linked until you either move or change the name of the document.
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All Notes button
The All Notes button brings up all voters with notes in the district. This negates any previously defined group, filter or find and filters the entire district for voters with Notes.
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Email Note button
The Email It button opens the Email screen and loads the contents of the current Note into the body section of a new email message. If the current constituent has a listed email address then the Address of the email is set to that. A subject for the message is also suggested.
A Note does not have to be saved to invoke the Email screen and could be cancelled even after the email is sent. For more information about emailing with MrDistrict click here.
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Send to Word button
If you have a compatible version of Microsoft© Word© installed, sends the contents of the current Note to a new document file and then opens that document file. You will be prompted to save changes on closing. You can print, edit or close the document.
It will be available from the My Files screen in the Letters folder with the prefix 'LetterTo', the constituents name, and the date and time for a filename. The created document will also be available (until the file is moved or it's name is changed) by double clicking in the 'Last Known Location' box.
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Send to Notepad button
Sends the textual contents of the current Note to a new text file and then saves and opens that text file. You can then print, edit or close the note.
It will be available from the My Files screen in the Letters folder with the prefix 'NoteTo', the constituents name, and the date and time for a filename.
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Note Finder Utility
Allows the user to search for a particular Note within the district based on the date the Note was made or by some part of the Note's content.
The content to be searched for must occur within the first 256 characters of the Note's content.
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Note Details panel button
Clicking the Note Details panel button causes the panel that these controls are on to slide off to the right or to slide out to the position you see it in above. This allows the user to view Notes at a standard page width making the process more natural.
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