Overview
Some helper utilities exist to keep the main screens cleaner while still giving users access to supporting notes or simple image review.
Where To Find It
Path: Supporting utility dialogs
Use these utilities when a workflow opens a note or image helper window rather than putting everything directly on the main form.
How It Works
QBM opens a focused note or image helper screen when the user needs to review extra context without overcrowding the main business record.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Custom notes | Stores or shows the supporting notes tied to the workflow. | Use it when text detail does not belong on the main screen. |
| Image review | Lets the user review simple image context through a helper view. | Use it when the record has supporting visual content. |
| Focused support | Keeps secondary context accessible without overloading the main form. | Use it for clarity and cleaner data entry. |
Recommended Workflow
- Open the helper window from the main workflow when extra context is needed.
- Review or update the notes or image content.
- Return to the main record once the supporting detail has been handled.
Best Practice
- Keep helper content relevant to the record.
- Avoid storing key business facts only in vague notes if a structured field exists.
- Use image review as support, not as a replacement for structured data.