Add a Note / Alert to a Company

The "Add a Note / Alert" action menu item allows you to attach a note to the currently opened Company Location in e-manage. The name of the active company location is displayed above the text box where you enter the note.

Creating and Managing Notes

Notes in e-manage cannot be edited or deleted. Each note serves as an alert that requires acknowledgment from the recipient before it disappears. Unlike emails, these alerts cannot be filtered as "Junk." Users can search for all unacknowledged or acknowledged alerts using the Search Historical Alerts window. Alerts appear in one of the toolbars on the main window of e-manage, and their specific location depends on the customization of the toolbar layout by your administrator.

Saving a Note

To save a note, complete the form, including selecting the appropriate type from the drop-down box, and click the save button. Unless you want to send the note as an alert to other users, you can proceed with saving it.

Creating Alerts on Saved Notes

Alerts can be added to a saved note or during the initial saving process using the "User Alert Information" tab. By clicking on this tab, you can assign users to receive the alert by using the ">" button or double-clicking on their names.

Viewing Company-Attached Notes

Notes attached to a company can be accessed under the Notes section of the History menu in e-manage.

Spell Check and Underlined Words

All text boxes in e-manage are equipped with spell check functionality. Misspelled words are underlined, and you can right-click on them to correct the spelling error, ignore it, or add it to the shared company dictionary. It is advisable to add correctly spelled words or names that are flagged as errors to the shared dictionary. Users should be cautious not to overlook important misspellings by assuming underlined items are not actually misspelled.

Automatic Appearance of Note Types on Work Orders

Certain note types can be configured to automatically appear on work orders. Please consult your administrator to determine which note types are set up for this functionality.