Notes

Notes in the Nettware platform provide a flexible and convenient way to attach and track smaller pieces of information across various types of documents. Whether you're working with Surveys, Work Orders, Quotations, Sales Invoices, or Purchase Orders, Notes help you stay organized and informed throughout your business processes.

Adding Notes to Documents

• Notes can be added to any document within the platform.

• You can use them to leave internal comments, reminders, instructions, or relevant context tied to a specific document.

• Each note can be assigned a type, helping categorize the information for better visibility and filtering.

Hierarchical Visibility

• Notes added to higher-level documents (e.g., a Client or Property) can also be made visible on related lower-level documents (e.g., a Quotation raised for that Property or from this Client).

• This hierarchical visibility ensures that important context is not lost as documents progress through the workflow.

• Configure how Notes are inherited across documents in Tools > Configuration > General > Notes section.

Alert Notes: Stay Notified

• Some note types can be configured as Alert Notes.

• When a note of this type exists on a document, it will trigger a visual notification, ensuring that users are immediately aware of important information or warnings.

• This is particularly useful for drawing attention to critical instructions, compliance reminders, or special terms.

Managing Note Types

• To create or customise Note types, go to Tools > Configuration > General > Notes

• Here, you can:

  • Add new note types or edit existing types

  • Set types as Alerts

  • Define usage rules or default behaviors

  • Adjust icons and colour for appearance