Taking Notes
Has anyone found a good way to keep notes in a vault?
While the "Documentation" feature sort of works, sometimes I want a tab where I can open quickly, instantly start typing, maybe paste pictures and tables, etc.
A little background. I'm a computer consultant. I keep my database secured in an Azure database. I may jump into various client networks and use a portable version. I've experimented with using Onenote and using a web page for notes but that also seems a bit clunky and authentication tends to be a pain sometimes because every time I open the note I have to jump through hoops authenticating. Put in password, enter MFA, etc. Very unpleasant.
But I want to keep things integrated and mobile with RDM.
Any solutions/suggestions?
Thank you!
To say can't is to fail before you begin
All Comments (5)
Hey Bill,
try out the HTML Editor - maybe this is what you're looking for 😉
Regards,
Min
Hey Bill,
try out the HTML Editor - maybe this is what you're looking for 😉
Regards,
Min
I'm not quite sure that works right, or I'm missing something. I have to open and edit the object to make any changes. I can VIEW it in a tab but can't make any changes. I want to make notes on a client or project and keep it in the vault, which can help with documentation. With logging on, I can open a note document when I start working and close it when done. Can help with billing and time management in that way, but it would be nice to have a tab.
To say can't is to fail before you begin
I might have found something that will work. The "Editor" Form section and "Rich Text Editor" seems to be functional. The document is created in the database but I don't seem to have to download it, make changes and then upload it again.
Thank you Min. You may have set me on the path. Not quite as polished as I would like but I think it will work well.
To say can't is to fail before you begin
Hello Bill,
I'm glad to hear 😊
Thanks for your feedback 😎
Regards,
Min
Hi. I get your struggle with finding a seamless way to keep notes secure yet accessible, especially with all the jumping between client networks. It can be such a hassle with authentication hoops. Have you tried using an online notepad? I stumbled upon one during a hectic week of client visits. It allowed me to jot down meeting notes and even paste in screenshots without the hassle of constant authentication. Another option could be a password-protected cloud folder with plain text files or markdown docs for quick editing across devices.