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New Engage feature - Order notes

· 2 min read

After many customer requests, we’re excited to introduce Order notes, a simple way to keep track of important information directly on your orders!

order_notes

Further details and rules

IconExplanation
ordernotegreyGrey icon indicates no Notes present
ordernoteblueBlue dot combined with purple icon indicates an unread Note
ordernotepurplePurple icon indicates Notes present

Other things to be aware of

This feature has the concept of Operation notes and Global notes, explained in the table below.

TypeWhere to useWhere you can see itImportant to know
Operation notesOn a specific operation
  • In the schedule for that exact operation
  • In Order details
Only visible for the operation it was added to. Not visible from other operations.
Global notesOn the order itself (Order details)
  • In Order details (all Notes show here)
Not tied to any specific operation. Visible for the whole order in one place.

In the Global notes view (found in Order details) both Operation notes and Global notes are shown together. You can tell them apart by the timestamp, explained below:

Note typeHow it looks
Operation note
  • Includes operation and resource number after the timestamp.
  • Example: 20 Deburring | 1640-1
Global note
  • Only shows the timestamp. No operation or resource number.

global_notes
The screenshot above shows an operation note, seen from the Global notes view