Improve the follow-up and development of your relationships with your customers by adding Notes and Reminders. A Note is a timestamped text field, like a Post-it, that can be attached to a Client, Site, Equipment or Job. You can turn notes into reminders if you wish. For example, this could be used to schedule callbacks or contract renewal dates. Notes can be private or shared. A Sticky note will always show at the top of the list of notes.
- Add a reminder to a specific date
- Mark it as "Sticky", which will prioritize it over other notes
- Mark it as "Public" in order to display it on the Customer Portal
- Mark it as "Shared" so that other users can see your note on the Back Office
To add a note, you need to go into the details of your customer/site/equipment/job.
Adding a Note to a customer
Go to customer's details
In the Note section click on the "Add" button
You can now write a Note (1), mark it as sticky (2), mark it as public to display it on the customer portal (3), share it with other users on the Back Office or keep it as a personal note (4) and set a reminder at a specific date (5).
Please note that all unshared notes are visible by all administrators, just not by the other managers.
When the Note is finished, click on "Save" button (6).
If you have added a reminder date to your note, you will be notified on the day of this reminder.
If you have marked the note as priority, a red border on the left (1) will be displayed along with the "sticky" label (2).
If you want to delete a Note, open it and click on the red icon (1)
A popup prompts you to confirm the deletion
Your note is then deleted correctly