The Notes functionality in SNAP is a useful feature that allows you to record specific details about the deployment, transaction or invoice. The Notes feature is also useful as a communication tool or to 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, select the Notes tab to add a note. Free type your note into the text box and click Add Note.
When Notes have been added to a deployment, the details of the author and a time and date stamp is recorded.
If 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.
