Top Echelon Software gives you the ability to document important comments as a Quick Notes in the Timeline of People, Company, and Job Datasheets.
These notes are date, time, and user stamped for tracking and display in the corresponding record’s history.
To log a Quick Note:
- Navigate to a Person, Company, or Job Datasheet
- Click to expand the Timeline pane within the Right Side Panel
- Click the Add Quick Note button in the top right corner of the pane
- The Add Quick Note window will open where you can log your corresponding details
- Click the Save button when complete
- Once saved, the Quick Note will be date, time, and user stamped and displayed in the Timeline of that record moving forward
- Easily edit or delete a Quick Note by selecting it from within the Timeline
- Please note that deleting a Quick Note is a final action and cannot be undone
- You can also use the Filter icon in the top left corner of the pane to customize what’s displayed in your Timeline