How to Add 'Internal Notes' to RAVE FMS Documents

How to Add 'Internal Notes' to RAVE FMS Documents

INTERESTING ARCHITECTURE TRENDS

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  1. Neque sodales ut etiam sit amet nisl purus non tellus orci ac auctor.
  2. Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti.
  3. Mauris commodo quis imperdiet massa tincidunt nunc pulvinar.
  4. Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti.

WHY ARE THESE TRENDS COMING BACK AGAIN?

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WHAT TRENDS DO WE EXPECT TO START GROWING IN THE COMING FUTURE?

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  • Neque sodales ut etiam sit amet nisl purus non tellus orci ac auctor.
  • Eleifend felis tristique luctus et quam massa posuere viverra elit facilisis condimentum.
  • Magna nec augue velit leo curabitur sodales in feugiat pellentesque eget senectus.
  • Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti .
WHY IS IMPORTANT TO STAY UP TO DATE WITH THE ARCHITECTURE TRENDS?

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“Vestibulum pulvinar congue fermentum non purus morbi purus vel egestas vitae elementum viverra suspendisse placerat congue amet blandit ultrices dignissim nunc etiam proin nibh sed.”
WHAT IS YOUR NEW FAVORITE ARCHITECTURE TREND?

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How to Add 'Internal Notes' to RAVE FMS Documents

You can add an 'Internal Note' to Quotes, Purchase Orders, Bills, Credit Notes, Client Estimate and Invoices - similar to what you can do within Xero i.e. adding a note for your own reference, or for other office users to see.  Any Quotes, Purchase Orders, Bills, Credit Notes, and Invoices with an Internal Note(s) will display an Internal Note icon to the right of that document's reference number.

NOTE: Internal notes are only visible to Branch Staff

How to Add an 'Internal Note' to a Quote, Client Estimate, Purchase Order, Bill, Invoice, Variation, or Credit Note

The process of adding an Internal Note is very straightforward and similar across all document types:

  1. Firstly open the document by clicking on the Quote, Estimate, Purchase Order, Bill, Invoice, Variation, or Credit Note Reference number/link
  2. Scroll down to the bottom of the screen - here you'll see the document's 'Internal Notes' section
  3. Type in the note you would like to add to the internal note's text box
  4. Then click the 'Add Note' button - at the bottom left of the add note field

    This will save the note, and load a new note field below, ready for another note to be added.


    NOTE: You can not add a document to an Internal Note
NOTE: You can not add a document to an Internal Note


How to Edit or Delete an 'Internal Note'

The process of editing or deleting an Internal Note is again straightforward, and similar across all document types:

  1. Firstly open the document by clicking on the Quote, Estimate, Purchase Order, Bill, Invoice, or Credit Note Reference number/link
  2. Scroll down to the bottom of the screen - to the list of current 'Internal Notes'

    - To edit an existing note - click on the edit (pencil) icon, make your changes, and confirm by clicking the 'Save' button

    - To delete an existing note - click on the delete (trash can) icon

    This will open a 'Delete Comment' pop-up asking you to confirm the deletion by clicking on the pop-up's 'Delete' button - once done the internal note will be deleted

    NOTE: Deleting an internal note can not be reversed

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Corey Te Moananui
Corey Te Moananui

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