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.)

Open

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.

Open

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

1. Open the Notes page:

2. Write your note in the field at the bottom of the page.

3. Once you start typing, the “Add note for” icons will become available. Choose the needed type of note to add it to the order.