Notes & Activities

Intro - Appointments and Reminders
Appointments and Reminders allows the users to track and record communication with the client, as well as configure times for appointments, and reminders of...
Tue, 17 Nov, 2020 at 2:00 PM
Video - Notes and Activities
Thu, 5 Apr, 2018 at 1:57 PM
How To - Remove Sticky Notes
Open the Contract details from the left side tree. Select Notes & Activities. Select the required note.  (only notes entered in this contract can b...
Thu, 5 Apr, 2018 at 2:00 PM
How To - Use and Share Sticky Notes
1. Select the Job, then select the type of job(This job is L617) it is eg. Lead, Preconstruction, Construction . 2. Click the Job type on the top left and ...
Wed, 23 Dec, 2020 at 3:59 PM
Search for Notes
Notes can be easily accessed through the info panel on the left hand side. Once selected it will show all notes. From here you can do a more detailed searc...
Mon, 4 Jan, 2021 at 8:37 AM
How to Remove Sticky Note
Remove Sticky Note Below is a visual guide on how to remove a sticky note and mark it as a regular note. This does not Delete the note, it only removes the...
Wed, 6 Jan, 2021 at 10:35 AM