Notes Tutorial

Overview#

• Notes record calls, messages, visits and other activity on transactions, customers and suppliers.
• The notes of a transaction are shared by every transaction in its flow, for example, the Quotation, Sales Order and Customer Invoice.
• For every option, see Notes.

💡These tutorials explain how to add, find, edit and delete notes on transactions, add status notes, and keep a note on a customer or supplier.

How to Add a Note to a Transaction#

1. Open the transaction.
2. Click the Note icon. The Notes panel opens on the right, with the notes of the transaction flow.
3. Click Add (button) and select the kind of note:
   • Note
   • Phone Call
   • Video Call
   • Message
   • Visit
   • Demo
   • Task
4. Enter the note in the editor. To tidy text pasted from an email, click Format (button).
5. Click Save (button).
6. Note: To add a file instead, select Attachment (see Attachments).

How to See All the Notes of a Customer or Supplier#

1. Open the Notes panel from any of the customer's or supplier's transactions.
2. Linked to Company = Check it to show all the notes of the customer or supplier, including those on other transactions and in the Service Manager.
3. Expand = Check it to show each note in full instead of the first 250 characters.

How to Edit or Delete a Note#

1. Open the Notes panel.
2. Right-click the note and select Edit or Delete.
3. Change the note and click Save (button), or confirm the deletion.

How to Add a Status Note#

1. Open the transaction.
2. Enter the note in the field next to the status on the status bar.
3. Click Save (button).
4. Note: To see status notes on the transaction list, add the Status Note column with the Field Chooser (*).

How to Keep a Note on a Customer or Supplier#

1. Open the customer or supplier.
2. Click Edit (button) and enter the note in the note field in the header. It appears every time the record is opened.
3. Click Save (button).