If you're working in the Calendar screen in Ivo, there is an easy way to create file notes for tasks that you are doing in the Calendar instead of moving in and out of other screens such as Manage Activities, Check My Data or Manage Clients. 



1. Using the mouse, click and drag to select the day, time and duration of the file note






2. Once you release the mouse, simply start typing the 'Subject' of your file note.  The "New File Note" window will then automatically open and you can complete the details of the file note including the DEX Service Type field.