Account Level Notes

Pathway: Accounts > Search - Account


Account level notes allow users to apply notes that are accessible across all sites associated with the account. These notes serve as a centralized repository of information relevant to the entire account, ensuring seamless communication and coordination across multiple sites.


Permissions

Review the following permissions that are necessary for note creation and management:

Warning on Open

Displays as a pop-up warning anytime the account is accessed. Warnings entered here will display when any of the site locations linked to the account are accessed.

One Time Note

Enter a one-time note at the account level and the note will display on the selected day in the calendar for each site.

Service Notes

Add a service note to an active service, and it will display on work orders and in the NavuNav driver application based on the dates entered.