Notes in the Action panel

The Action panel sits on the right of your screen and contains a variety of functionality depending on what entity you are in. (Quotes, Purchase Orders, Companies etc…)
(Some entities don’t have an Action panel as it is not relevant)

Notes reside in a tab in the Action panel and is a flexible free text field to record whatever you deem relevant.

To draw your attention – if content is present in Notes a green counter is displayed.
This number represents the quantity of visible notes

NB – Notes are not deletable – they can be edited and hidden if required.

To create a new note – Click Add Note
– a new window will appear with basic text entry functionality.

Insert your note and save

The note is recorded with a timestamp and the authors name.

If notes are inserted into the same activity by different users – all notes are visible by all users

Notes can be edited by clicking the pencil icon under the note – the edit will also be timestamped and named. Only timestamps for last 2 edits will be displayed.

Notes can be hidden by clicking the eye icon under the note

Any hidden notes are referenced and you have a the ability to see these by clicking Show

To permanently unhide notes – click the corresponding crossed eye icon