Sales notes box/additional note boxes
A
Abby McDowell
Merged in a post:
Notes
C
Cari Spears
It would be nice to have a section called Office Notes - and let it have the option to print or not print.
The other option would be to keep the Production Note section - call it Order Notes and allow for a print or not print option - that way either production or office can use this section and not have to have them printed on the work order.
We usually do not need our production team to see the internal office notes we need in the work order - and we often end up placing in them in the production notes so the customer does not see them.
It ends up adding extra sheets for the print work orders for our production team and makes the whole order not as clean.
C
Colleen Naumann
AGREE!!!
A
Abby McDowell
Merged in a post:
Add a notes section on the quote
J
Jason Malhoyt
Definitely need to add a notes section on the quote next to tasks, payments/expenses etc that is bigger and you can put a lot more information in it. Very hard to put information in the small production notes section.
A
Abby McDowell
Merged in a post:
Internal Notes without the need to edit
R
Rhody Tees
It would be helpful to have a internal notes block for every order, but outside the edit mode, so you can quickly make notes . Similar to the history at the bottom, so you can see you wrote the note.
Ryan McSherry
Merged in a post:
Sales box
A
Amber Artiaga
Add another notes box that customers can’t see for sales and other information and keep production notes for art and production only. It’s very difficult when you only have 1 place for notes and have to combine everything in 1 place.
E
Eli Stiefel
Yes, please do this! This would make us so much more efficient.
Ryan McSherry
Merged in a post:
additional notes boxes
E
Eric Solomon
Is it possible to have additional notes boxes added, so that notes can be given per department? This would be strictly internal notes.
Ryan McSherry
Merged in a post:
Internal Notes to Order
J
John D Hegarty
Need internal notes to an order, and with out having to edit the order.
K
Kristin Valdez
And make it a visibly different color so nothing is overlooked.
J
Juan Garcia
it could be interesting to have users be assigned to a specific department/team; and then based on that team assignment they see different notes. One more step up would be, each user would default see the notes relevant to the department, but could also opt to see other team notes if they need to.
As the customer service and production manager of our shop I am writing notes for myself, to the designer and to our production guy--needless to say the production notes section can get pretty lengthy.
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