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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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If 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. |
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