Ivo users have the ability to change the Calendar's settings to control how new file notes are created from the Calendar screen.

  1. Click the Help and Support tab at the top of screen in the menu tabs

  2. Click the My Preferences button in the toolbar

  3. Under the Calendar Settings heading, change the New File Note Method setting by clicking the drop down list on the right.

    The options are;

    • New file note is created by typing subject (default)

    • New file note is created when left mouse button is released after making selection.