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.
Create note
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 dropdown (see information below).
- Set Sticky Note if you want this note to always appear at the top of the list.
- Click Save Note.
Spell check or auto-correct
Your browser or device should automatically handle spell-checking or auto-correct for you. If you find this feature isn't working please refer to our Troubleshooting documentation for help with using it and resolving issues.
Add Note (Text)
Add Note (HTML)
Reply to a note
For tasks, quotes, invoices, and work orders, you can reply to a note. This helps you categorize notes as notes with replies will display as a conversation. This can also be useful for Office staff to communicate with Field staff. Note replies are also used in the Ask a Question feature for the Online Quote Viewer, Online Invoice Viewer, and Online Work Order Viewer.
Your note will be attached to the original note as a reply. Click View x Replies to display all replies to an original note. |
|
- Click Sort > Date Posted to sort all notes (and replies) by date
- Click View All Bodies to display all replies.
Note visibility
Access visibility restricts who can view the note. The available options are note restrictions and note filter.
Note Restrictions
Note Restrictions control who can view a note within your organization. This could be specific users or permission groups.
|
No restrictions existRestrictions have been set |
No restrictions existRestrictions have been set |
Create a restriction
Site Administrators can pre-set note restrictions for a particular area. See Default Note Restrictions.
To restrict a note:
Only these users or groups will be able to view the note. |
|
Only these users or groups will be able to view the note.
Once saved, the note will display with a lock icon to indicate it contains restrictions. | |
Remove restrictions
Don't forget to Save Note. You can remove the restrictions before or after the note has been saved. See Edit Notes for instructions on editing an existing note. |
|
Note Filter
Note Filters control if a note can be seen outside of your organization.
|
|