Notes are used to record information for reference and communication purposes. AroFlo's notes editor allows you to record notes in plain text or richly formatted HTML. Each note has its own visibility filter which controls who can view the note (internal, client, contractor etc).
Task Notes Feature
Clients, Suppliers, Locations and Periodics feature an additional notes section called 'Task Notes'. Notes recorded in this section will automatically appear as task notes on jobs that are created against the client, supplier, location or periodic.
To add a note:
Select one of the following options:
Add Note (Text) - opens a plain text area:
Add Note (HTML) - opens a rich text editor:
Enter the details of your note and format as needed (if using HTML).
Optional: add or remove permission groups or users who need to view the note (see information below).
Optional: set the visibility by selecting an option from the Note Filter drop down (see information below).
Set Sticky Note if you want this note to always appear at the top of the list.