Add a Note / Alert to a Project
- Stephanie Pepper (e-manage|ONE)
Owned by Stephanie Pepper (e-manage|ONE)
Select “New Note/Alert” to add a note or alert to the Project to add any Project related notes such as Work Order Notes, Accounting Notes, General Notes, etc.
This is also where you can send an Alert to a User. Just select the User Alert Information tab on the lower bar to assign the necessary User(s) and select the “>”. You can select multiple at a time where necessary using your CTRL key.
When the Note Type is set to Work Order note it will show on the Delivery Ticket/Work Order. This allows any user to add any necessary installation notes throughout the life of the project previous to scheduling.