Notes
From Adjutant Wiki
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 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:
- 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
Email tracking from Message Control Email integration with Notes
Not to be confused with document notes (Items, SO lines,etc)
General Use
Advanced Features
FAQ
Additional Info
Related Topics
Setup