Review Tracking Notes from the Sapphire Web Pack

In this section, we will cover how to manage Tracking Notes within SapphireOne Web Pack. Effective tracking note management is vital for maintaining a detailed record of communications and actions related to clients, vendors, and projects within your organisation. The steps are as follows:

Creating a New Tracking Note

1. Navigate to Web Pack > Inquiry > Tracking Notes. SapphireOne will display a list of tracking notes recorded in the system.
2. Click the New button.
3. Enter the following mandatory details:
   • Note ID – A unique identifier for the tracking note.
   • Description – A brief description of the note.
   • Date – The date the note was created.
   • Linked Record – The client, vendor, or project the note is linked to.
4. Press Tab to proceed to the tracking note data entry page.

Modifying an Existing Tracking Note

1. Navigate to Web Pack > Inquiry > Tracking Notes. SapphireOne will display a list of tracking notes recorded in the system.
2. Select a tracking note from the list.
3. Click the Modify button to edit the tracking note details.
4. Note: The View option is not available in the Web Pack.
5. Fill out the general details about the tracking note.
6. Ensure all relevant information is entered accurately.
7. Add any relevant notes at the bottom of the window.
8. Click the Save button to save your changes.
9. Click the Cancel button to discard changes and return to the tracking note inquiry screen.

For more detailed information, refer to the Web Pack > Inquiry > Tracking Notes article.