The Notes functionality in SNAP is a useful feature should you need to retain specific details about the deployment, transaction or invoice. The Notes feature is also useful as a communication tool to or add information. This allows users to communicate notes about a Deployment, Transaction or Invoice to other users within the same organisation. An example scenario, where notes could be useful, would be to add details about missing invoices.
When viewing a Deployment, Transaction or Invoice you add a Notes by selecting the tab. Free type the notes into the text box and Add Note.
Here you can see that the Notes have been added to the deployment. The details of the author and a time and date stamp is recorded:
Should you wish to add another Note simply follow the same steps again. There are no limits to the number of notes that can be added. Notes can also be added against a transaction or invoice in exactly the same way
Notes added to a specific item (deployment/transaction or invoice) will be visible for any associated items. For example, when viewing a deployment all notes are visible in the notes tab whether they were added to the deployment transaction or invoice.
