Notes in job management

On the three hierarchy levels of project management (customer, customer account and job) you can in the "Notes" tab for the respective record create notes and optionally share them with your team.

To create a new note, simply type your note text into the "New note" field, set the visibility of the entry and click the save button.

You can create any number of notes with different visibilities. In the "Visible to" field you can either select one or more users or release the note to all users by selecting the "All" entry.

Notes can be edited by all users who can view the note. This way you can always keep the notes up to date as a team.

Do you want to create a personal note that only you can see?

Then simply select your name in the "Visible to" field. Other users of Die Agenturverwaltung will not be able to see this note.

Notes are not viewable on the linked hierarchy levels. That means a note on the job is not visible on the linked customer account or in other jobs of the customer account.