Add Notes to a Job

In iCFM you can add Notes to a Job. Notes could be used to leave important information related to a Job for colleagues or yourself, or to make a comment on a Job's progress. Notes can be saved as Office Notes, Operator Notes, Producer Notes, or Shipping Notes so that Users can only see Notes which are applicable to them.

To add, delete or overwrite a Note you will need the permission /savejobnotes enabled.

To add a Note to a Job follow these steps:

1. Open the Job you want to add a Note to
2. Open the Notes tab
3. Type the Note into the empty text box on the right-hand side
4. Choose the section on the left that you want to add the Note to
5. Use the green + icon to Add a new Note, or the white paper icon to replace all previous Notes in that section
6. Your Note/s will be saved immediately
7. Notes can be deleted using the red X icon