Notes can be a helpful tool when working with projects and their contracts. All notes that are created in connection with a certain project are accessible for everyone at one central place. You can select yourself who is able to access these notes.
Furthermore you can for example add the overhead clearance for trucks in the notes or other characteristics of the venue that might cause problems if not mentioned. The created notes will automatically be adopted for other projects with the same venue or client.
Visible: Notes can be made visible for everyone or only administrators. Things like the overhead clearance for example should be made visible for everyone participating in the project while financial notes shouldn't.
Add to project: When adding notes to contact they can also be added to projects. This means that notes, added to a contact, will automatically be added to projects in which the contact is participating.
Print on packing slip: Notes can be added to packing lists so that staff, operating at the venue, can see them. If yes is selected here, the note will always be printed on the packing list even if you have selected that its only visible for administrators.
*When you are adding a text and press the "Enter" key a new paragraph will be started. To only get to the next line press "Shift" and "Enter" simultaneously.
Automatically create notes from Emails
If a customer or you send an email to email@example.com, the mail will automatically be converted to a note. All emails that have been written to this address and not been linked to a project can be found on the dashboard. On the dashboard you can then add the notes to projects. If the project number is mentioned in the mail (# + number (e.g. #12345)) the note will be automatically added to the project with the corresponding project number.