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Order Notes

Order Notes section allows admin users to place Notes about the particular order for record keeping purposes. The Notes tab allows you to also create flags on the order which will appear on the General tab.

Add A Note or Flag: Learn how to add an order based note or flag. Learn More >

View a Note or Flag: Learn where you can view an order based note or flag. Learn More >

Searching Notes & Flags: Learn to search for and find notes and flags using the Notes Dashboard. Learn More >

Importing Notes & Flags: Learn how to import internal notes related to customers or orders. Learn More >

Exporting Notes & Flags: Learn how to export internal notes related to customers or orders. Learn More >


Add A Note

1. Click on the order number and then click on the Notes tab.

2. Click on the green [+] Add A Note button and fill out the form that pops up.

3. In the Types drop down menu, you can select either Note or Flag. 

  

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View a Note or Flag

Dashboard

1. In the Admin Panel, navigate to Dashboard > Notes.

2. Here you can view a full listing of any Notes and Flags in place. They are defaulted to be sorted by date.

3. Use the Advanced search parameters to find specified Notes or Flags based off of orders or contacts. 

Order Window

1. Click on the order number to view.

2. If a Note is created, it will be viewable and editable in the Notes tab.

3. If a Flag is created, it will be viewable in both the Notes tab, and the General tab as a banner message.

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