Difference between revisions of "Notes"
From Adjutant Wiki
(Created page with "Features & Benefits Overview The Notes application is a system-wide feature in Adjutant that is integrated with many of the key application modules. The Notes application en...") |
|||
| Line 1: | Line 1: | ||
| − | + | General Information | |
| − | + | The Notes application is a system-wide feature in Adjutant that is integrated with many of the key application modules. The Notes application enables users to store and track all types of notes from multiple sources and keep them tied to a specific record. This allows for frictionless research on the history of a specific customer, vendor, project, or even a single invoice. Many note types are automatically cross-linked to several records, such as customers and project records, making it even easier to find all of the relevant history, no matter where you start from. This functionality also means that when you are looking at a specific Organization, you can see every saved note for that Organization, whether it is related to a specific invoice, a specific contact with that Organization, or an internal note on a project tied to that Organization. | |
| − | |||
| − | The Notes application is a system-wide feature in Adjutant that is integrated with many of the key application modules. The Notes application enables users to store and track all types of notes from multiple sources and keep them tied to a specific record. This allows for frictionless research on the history of a specific customer, vendor, project, or even a single invoice. Many note types are automatically cross-linked to several records, such as customers and project records, making it even easier to find all of the relevant history, no matter where you start from. | ||
The Notes application is integrated with Adjutant modules and records that can have a long life span and maintaining a record of activities is vital. The Notes application is also integrated with records where communication is critical. Notes offers a way to keep track of both, giving users powerful research and liability-control tools. Some of the key application areas that offer Notes integration are listed below: | The Notes application is integrated with Adjutant modules and records that can have a long life span and maintaining a record of activities is vital. The Notes application is also integrated with records where communication is critical. Notes offers a way to keep track of both, giving users powerful research and liability-control tools. Some of the key application areas that offer Notes integration are listed below: | ||
| Line 17: | Line 15: | ||
* Shipping Event Records | * Shipping Event Records | ||
* Sales Opportunities and Campaigns | * Sales Opportunities and Campaigns | ||
| + | |||
| + | screen image here | ||
| + | |||
| + | How To Access | ||
| + | |||
| + | General Use | ||
| + | |||
| + | Note records can be created a couple of different ways. | ||
| + | How to Access | ||
| + | How to Use | ||
| Line 33: | Line 41: | ||
| − | + | ||
Advanced Features | Advanced Features | ||
Revision as of 08:47, 21 May 2020
General Information
The Notes application is a system-wide feature in Adjutant that is integrated with many of the key application modules. The Notes application enables users to store and track all types of notes from multiple sources and keep them tied to a specific record. This allows for frictionless research on the history of a specific customer, vendor, project, or even a single invoice. Many note types are automatically cross-linked to several records, such as customers and project records, making it even easier to find all of the relevant history, no matter where you start from. This functionality also means that when you are looking at a specific Organization, you can see every saved note for that Organization, whether it is related to a specific invoice, a specific contact with that Organization, or an internal note on a project tied to that Organization.
The Notes application is integrated with Adjutant modules and records that can have a long life span and maintaining a record of activities is vital. The Notes application is also integrated with records where communication is critical. Notes offers a way to keep track of both, giving users powerful research and liability-control tools. Some of the key application areas that offer Notes integration are listed below:
- Organizations (Customers, Vendors, Prospects, etc.)
- Contacts
- Projects
- Inventory Items
- Fixed Assets
- Accounts Receivable Invoices (including advanced Collection Notes features)
- Accounts Payable Invoices
- Work Orders/Service Orders
- Shipping Event Records
- Sales Opportunities and Campaigns
screen image here
How To Access
General Use
Note records can be created a couple of different ways.
How to Access
How to Use
Email tracking from Message Control
Email integration with Notes
Not to be confused with document notes (Items, SO lines,etc)
Advanced Features
FAQ
Additional Info
Related Topics
Setup