Use ‘Note for Staff’ to Remind your Users what to do

Each module now has a ‘Note for Staff’. This can be used to leave instructions for staff to make sure the correct actions are carried out:

Author: Tim Randall | Last Updated: 30/03/2021

Each module now has a ‘Note for Staff’. This can be used to leave instructions for staff to make sure the correct actions are carried out:

Use ‘Note for Staff’ to Remind your Users what to do

They are not visible to the client.

For the maximum power, set these up in the pre-builds – from here they will be copied to any resulting quotes, jobs/orders, purchase orders, etc.

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