How Can I View All Notes?

Created by Alsabana Sahubarali, Modified on Mon, 4 Nov, 2024 at 9:10 AM by Alsabana Sahubarali

Having the ability to view all Notes for your office(s) is a great feature that is supported in Cloud.

Go to the Reports Tab

Under "My Operations," click on the "Notes" report

If you have multiple branches, select which Branches to include

Choose a Date Range (this will remove any notes outside of the dates selected)

Choose any appropriate filters (you can select more than one)

Category (Breakage, Lock Out, Positive Write-up, etc.)

Account (client account)

Jobs (specific job instances)

Local Campaign (by specific campaigns)

Shown on Work Order? (all notes you designated to show on WOs)

Contact (client contacts)

EmployeesÂ

Choose how you want the notes grouped (you can only select one)