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Notes are featured throughout AroFlo Field and are used for reference and communication purposes.

AroFlo's notes editor allows you to record notes using plain text or richly formatted HTML. Each note has its own visibility setting that controls who can view the note (Internal, Client, Contractor, Admin only, etc).

You can view and add notes in the following areas:

  • Tasks
  • Quotes
  • Invoices
  • Projects
  • Purchase Orders
  • Clients
  • Compliance Forms
  • Suppliers
  • Locations
  • Users
  • Assets
  • Certifications


Use the links below to read about notes, or select one of the links on the right to learn in your own way.

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