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Overview
Notes enable users to create order notes (“in-house” or “everyone”) that do not need to be read or completed to download files.
These can be found on all pages where Messages are also featured (Sales dashboard, My tasks, etc.) and are available at both the order and project level.
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the Notes column is not available, make sure it’s not hidden. Please check the Customizing a page layout (grid layout) page for more information. |
Types of notes
Notes are split into two types:
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Only users with the Order in-house note role can create “In-house” notes |
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Project notes
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Upcoming functionality This functionality is only available in the upcoming version (368.1) |
Project notes are also available at the project level and can be accessed from the Project dashboard (Sales > Project dashboard).
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From the Notes page, notes at the project level will be displayed and are identified accordingly (1).
It’s also possible to access a list of all notes from orders within the project, from the “Order notes” page (2).
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The Order notes page will show all orders within the project, showing orders with notes first by default:
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If an order is part of a project with a project note, both project and order level notes will be shown in the Notes page, identified accordingly.
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