Notes
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.
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.
Types of notes
Notes are split into two types:
In-house notes: visible only to their creators’ and to users with the required role
Everyone notes: visible to all users with access to the order
Notes page
By clicking the Notes icon, we can see the Notes page.
Existing notes are presented on the top portion of the page.
The icons on the left indicate if it’s an “Everyone” or “In-house” note:
Configuration
The functionality needs to be set up at a system level, from Administrator > Web administrator > Configuration > Settings.
Users will also need the Order in-house note role to see In-house notes, create notes (both in-house and everyone), delete other user’s notes, as well as restore deleted notes.
Creating notes
Open the Notes page:
Write your note in the field at the bottom of the page.
Once you start typing, the “Add note for” icons will become available. Choose the needed type of note to add it to the order.
Only users with the Order in-house note role can create “In-house” notes
Project notes
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).
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).
The Order notes page will show all orders within the project, showing orders with notes first by default:
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.