Sharing Notes allows you to keep your communication clear and tidy within the job you are completing. Send your client an update, or ask a question if needed all through our notes system.
Table of Contents |
New Work Order Notes
Step 1: Navigate to the Work Order and Select the 'Add Note' button at the top. |
Step 2: Fill in your note and select who to share the note to. |
Step 3: Click 'Add' at the bottom of the Add Note screen to share. |
Existing Work Order Notes
Step 1: Click the '···' menu on the note and select 'Share'. |
Step 2: Click the 'Share With' dropdown to select who to share the note to. |
Step 3: Click the 'Share' button at the bottom to share your note. |
New Project Notes
Step 1: Go to the Project that you need to share a note in. |
Step 2: Fill in the Description and select the Client to share with. |
Step 3: Select 'Save' and your note will be shared to the client. |
Existing Project Notes
Step 1: Click the down arrow on the note to expand the note. |
Step 2: Select the Client in the 'Shared With' field. |
Step 3: Click 'Save' and the note will be shared to your client. |
Permissions
Work Order Note
| Add New | Allows you to create a note in a work order. |
| Delete Other User's Note | allows you to delete notes that other users have created. |
| Delete Own Note | Allows you to delete notes that they have created. |
| Edit Other User's Note | Allows you to edit notes that other users have created. |
| Edit Own Note | Allows you to edit own note. |
| Export All Notes | Allows you to send email and download the note list in a work order. |
| Export Selection Of Notes | Allows you to send email and download from the individual note context menu. |
| Share | Allows you to share a note to a client or vendor. |
| View Audit | Allows you to view the audit of a work order note. |
Project Note
| Add New | Allows you to create a Project Note with a Type and Description. |
| Edit Other User's Note | Allows you to edit notes that other users have created. |
| Edit Own Note | Allows you to edit notes that you have created. |
| Export All Notes | Allows you to Send Email and Download the entire Project Notes page. |
| Export Selection of Notes | Allows you to Send Email and Download individual notes on the Project Notes page. |
| Share | Allows you to share a project note on creation. Allows you to share an already created project note with the corresponding Edit Note permissions. |
| Use Scratchpad | Allows you to use the Scratchpad feature in the Notes tab in Projects. |
| View Audit | Allows you to view the audit on the individual notes in the Project Notes page. |
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