Maintaining notes
A note allows you to convey information to other users who will access it from within CRMRight. The Notes tab displays notes that have been added for a company. When you use the company on an order, these notes will be displayed on the order. Users of other TMWSuite applications can also view these notes.
The color of the Notes tab, as well as that of the Notes icon in the profile header, signifies the status of the note(s) attached.
• Gray
No active notes are attached. Expired notes may be attached.
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• Yellow
At least one active note is attached, and none of the active notes has an Alert/Note status of Alert. However, expired notes with an Alert status may be attached.
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• Red
At least one active note with a status of Alert is attached.
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A note recorded for a company will be included on any trip with which that company is associated. Notes entered for companies are accessible in most base applications. The exceptions are System Administration and Rate Schedules.
Notes are entered for a company on the Notes tab.
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