Notes

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

The Notes application can be opened from the Icon Shortcut bar, or from within a specific record, and the results displayed can differ based on how you loaded the Notes screen.

From the Shortcut Bar:

Clicking on the Notes Icon from the Shortcut Bar will launch the Notes screen with all Note records linked to the logged in user. This method of accessing the Notes screen can be useful when you are looking for a recent note, or when you wish to add a new note and manually link it to an Organization, Contact, or other record.

From a specific record:

In the Actions list for records that are integrated with the Notes application, clicking the 'Show Notes' action button will launch the Notes screen with all notes related to the record displayed. For example, if you are viewing the Organization record for 'ABC Supplies', all notes linked to that customer, whether they are from Sales Orders, AR Invoices, or Work Orders, will be displayed.

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