Let me try sum all that up:
1) With the E.I. visible (Large or Small), then:
A) with the SELECT tool,
i) clicking on a note will send the value to the E.I.
ii) but will NOT highlight the note so that
iii) clicking in the E.I. DOES NOT allow editing.
B) With the SMART tool,
i) clicking on a note will send the value to the E.I.
ii) and the note WILL be highlighted so that
iii) clicking in the E.I. DOES allow editing.
iv) With any of the SELECT, MOVE, EDIT, DRAW or ERASE tools active you can edit a previously highlighted note, too.
2) With the E.I. collapsed, then:
A) with the SELECT tool,
i) clicking on a note will NOT send the value to the E.I.
ii) will as before NOT highlight the note so that
iii) clicking in the E.I. DOES NOT allow editing.
iv) If the user has not done anything yet, it is quite likely that the E.I. will be blank.
B) With the SMART tool,
i) clicking on a note will also NOT send the value to the E.I.
ii) the note WILL however be highlighted so that
iii) flying out the E.I. DOES allow editing with any of the tools active, BUT
iv) the values will NOT have been updated, so that merely clicking inside, then clicking away will cause the highlighted note to take on the value of whatever value was present. This causes unexpected effects, typically the note jumping somewhere.
Essentially, the issues are:
I) The E.I. will not update in collapsed mode, and
IIa) in Lexington ONLY the Smart tool can highlight a note, whereas
IIb) in X3 both the Smart AND the Select tool can highlight a note.
And in Sonar 8.5.3, the Move tool can highlight a note, too (press Alt with any tool active = Move).
This I find time-saving because you then immediately see edited values in the E.I as you change
them and you can go over and tweak them in the E.I. without changing tools.
It might be worth a feature-request that ANY tool can select and highlight a note (well, Edit and Move would make sense).
I found it amusing that, if I lasso a note with the Delete tool, the values jump into the E.I. but the note is deleted!