Internal Note

Structured Internal Note

To set up Structured Internal Notes for Quotes:

1.On the main navigation menu, click on Quote / Sales Order.

2.Click on Quote Options, then tick the checkbox next to Structured Internal Note under the General Tab.

Once enabled, you can add internal notes in Sales Orders, Job Cards, and Quotations, which will be recorded in Smart iT along with the date and the person who created them. This allows you to track each message associated with that job, quote, or sales order.