Tracking Notes in SapphireOne allows users to maintain a detailed log of interactions, updates, and important information related to clients, vendors, and other contacts. This functionality is essential for maintaining clear communication records and ensuring that all team members are informed of the latest developments. The steps are as follows:
- Navigate to Workbook > General > Tracking Notes.
- Click on the New button to create a new tracking note entry.
- Filling Out the Form:
- Title – Enter a descriptive title for the tracking note.
- Date – SapphireOne will automatically enter today’s date, but this can be altered if required.
- Type – Select the type of note from the drop-down menu. This menu is user-creatable; you can add or remove types as needed.
- From – Select the table (Clients, Vendors, Contacts) from which the ‘From’ data will be chosen. Use the @ symbol to search and select the appropriate entry.
- To – Similarly, select the table for the ‘To’ data entry field and use the @ symbol to search and select the appropriate entry.
- Details – Enter the details of the interaction or update in the provided text area.
- Once all necessary information is entered, click the Save button to store the tracking note.
- Viewing and Modifying Tracking Notes – To view or modify an existing tracking note, select it from the list and click on the Edit button.
For more detailed information, please refer to the Workbook > General > Tracking Notes article.