Notes can be added to orders and their corresponding invoices in a few different ways.
The notes icon in your orders list will light up in red regardless of which of the three note types you add.
Aturian Notes
These notes live with the order with the option to notify a particular user(s) or an entire department.
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Checking the notify by email box will have Aturian send an email to the user in addition to |
Portal Notes
These notes get shared with customers if you have created a Customer Portal for their users.
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Any customer with login access to their Customer Portal can click the Notes icon within their order and see messages or files you have added to the Portal Notes section. |
PopUp Notes
PopUp Notes will automatically appear when accessing the order based on how you would like to notify other users.
*Selecting a user to notify will mean only that user will see the note when accessing the order.
You can choose to leave the PopUp note at the order level so that ANY user accessing the order will see the PopUp Note.
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Notifications from Notes
Every user will have a notification bell icon added when they receive a note.
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When clicking the bell icon, the list of current open notes will appear. Clicking on an active note will drop it to the bottom of the list once read. |
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Users can still access their list of notes by clicking See All in the drop down list. This is where notes can be deleted, rather than shuffling them to the bottom of the list once read.
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