How to Add Notes for Teammates

• Navigate to Manage Orders for example

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• Hover over your order and click the middle Notes and Attachments button

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• 1) Add your note into the Note

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  2. Please note: you can also do this on your mobile phone

• 2) Add a Note Context for a combination of Sale/Work/Delivery

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    Note Context determines who can see the note once it is saved.

    • Sale: Notes tagged with Sale are visible internally and to the customer.

    • Work: Notes tagged with Work are internal only and not visible to the customer.

    • Delivery: Notes tagged with Delivery are internal only and not visible to the customer.

    • No Context Selected: Notes saved without a context are internal only and not visible to the customer.

      ⚠️ Important:
      Only notes tagged with Sale are customer-visible. All other contexts are intended for internal communication.

• Save the note

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Once saved, the note will be visible based on its selected Note Context:

• Notes tagged Sale can be seen by teammates and the customer

• Notes tagged Work, Delivery, or with no context are internal only