Before you begin
You can add a note Notes can be stored directly against clients, jobs and job tasks, so you no longer have to hunt around for sticky notes or scrap pieces of paper. Everyone who can see the client, the job or the task will be able to see the notes against it, streamlining collaboration within your team. to a supplier only if you have at least View Only Access permission for the General Privileges > Supplier privilege.
Add a note
To add a note to a supplier:
- In the Business menu, select Suppliers.
- On the Supplier Manager screen, search for and then drill down on the Name of the supplier you want to add the note to.
- On the supplier details screen, Notes tab, click + Create Note and enter information in the New Note dialog, as required. See Data fields reference, below.
- Save your changes.
The note will now appear on in the note table (Notes tab). The label of the Notes tab displays the number of notes that have been attached to the supplier (if any).
Edit a note
- In the Business menu, select Suppliers.
- On the Supplier Manager screen, search for and then drill down on the Name of the relevant supplier.
- On the supplier details screen, Notes tab, drill down on title of the note you want to edit.
- Update the note information, as required. See Data fields reference, below.
- Save your changes.
Data fields reference
| Field | Description |
|---|---|
| Title | The note title. |
| Phase | Use the phasesPhases allow you to organise your job tasks, milestones, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context. Phase are specific to each job, so if you create phases for one job they will not be available to another job. Job templates can contain phases and those phases can be pre-populated with selected tasks, costs and milestones. field to group all notes on a specific topic together. Either select an existing phase from the drop-down list or create a new phase by typing in a name. Any existing phases are listed to the right of the All tile on the Notes tab, and you can click the phase name to view notes in that phase. |
| Description | The information you wish to include in the note. |