Edition: Professional, Business, Enterprise
User-level: All users
Previous steps: How to navigate to 'My Notes'
Create notes to keep track of numbers or set reminders for yourself.
What are Notes?
Create notes to keep track of numbers or set reminders for yourself. Notes created from the dashboard can only be viewed by you.
There are a number of different notes types in Synergy
Notes: Use these to keep track of notes as a reminder to yourself. they can only be seen by you.
Project Notes: Project notes should be relevant to the project.
Debtor Notes: These are notes relevant to the invoice, for example chasing up a payment.
Staff Notes: These are any notes relevant to the staff member, for example a note reminding you to call them. Staff can not see your notes against their staff profile
How to create a note
From the dashboard:
To add a note from the dashboard select 'Add' in the top right hand corner of the Notes panel.
From the 'My notes' page
To add a note from the 'My Notes' page go to organisation dropdown > Notes
Select 'Add' in the top right hand corner.
In a project:
Go to organisation drop down > Projects.
Click into the project you would like to add a note against.
From the Project details page, select 'Add' to the right of the Notes panel.
In an invoice:
To add debtor notes against an invoice:
Go to organisation drop down > Invoices.
Click into the invoice you would like to add a note against.
Scroll to the bottom of the invoice and select 'Add' under the debtor notes panel.
In a staff profile:
To add notes against a staff profile:
Go to organisation drop down > Staff.
Click into the staff you would like to add a note against.
With Synergy HR Add-on:
Select staff menu > Synergy HR > Notes and to-dos
Select 'Add' in the top right hand corner
Without Synergy HR Add-on:
Select staff menu > Personal > Notes and to-dos
Select 'Add' in top right hand corner
Note details
Subject
This is a short summary of the note contents, to help you remember what your note is for.
Note
This is the body of the note where you can type the note text that you want other internal staff to be able to view.
Click on the note row to open the note and view the full note text.
Only the user who created the note can amend the note text.
Active
The Active box on a new note is checked by default.
Active notes are shown on the organisation dashboard in the notes panel, and only active notes are shown by the default filter in the organisation notes list.
Change a note to inactive to hide it from the default view once the tasks are complete. Inactive notes can still be located in the notes list by using the filters.
Notify me of any changes
The Notify Me box is checked by default on any new note that you create. This ensures that you are sent a notification in Synergy when another user adds a comment.
Note comments are added to record further information about the note task. Uncheck this box if you do not wish to receive any notifications about comments being added to this note.
Created by
This field contains the name of the staff member who created the note, with a Synergy profile picture for the staff member (if a profile picture is available).
The date and time that the note was created is also shown.
Comments
Type a comment on the note to record extra information about the note task. Other users can add comments to a note to advise of progress on the note task, or to reply to the note creator.
Type the note text, and then either press the enter key or the save button on the comment row. On the saved comment rows the person who added the comment is shown along with the date and time the comment was entered.
How to archive or delete notes.
To archive:
In the notes panel on the dashboard, select the '...' next to the note > Archive.
To delete:
Go to organisation drop down > Notes.
Select the pencil to the right of the note > delete.
Where to next?
What other features does this relate to?