Notes

Notes can be added to News items. When they are created, the date, time and the user is recorded. Notes are retained forever.

Notes when combined with Email Templates can become a very effective CRM or "Customer Response Management" solution.

To add a note, enter a title, the main content in the box below the title and then select the "Add/Update" button. To look at and/or amend a note select it from the list top left, amend accordingly and select the "Add/Update" button.

Notes are also created automatically by main options including "Email Templates ", whenever an email is sent.

Bookings and Special requirements

Creation

Some notes are manually created. This is done by a user. However, many notes are automatically created. For example if a booking is moved from one property to another a note is created automatically - therefore recording who did it and when. They have the ability to update the note recording why they did it.

Images and PDF's

Notes can have images attached to them. So if a note is added to a Job or a Property, the image may show the problem.

You can use the Scan button to scan one or more pages into a Note. The scanned images/pages are converted to a single pdf file. The path of the file is "attached" to the Note. At any time you can view the pdf by clicking the "View" button.

Email

If you want to email a guest (booking/client), prospective guest (enquiry/client) or an owner then:-

1) Enter a Title - this will be the email subject.

2) Enter the content of the Email in the text area.

3) Click the Email button to send it. The email is saved as a Note.

If you are using Email Templates then a template can be defined for a Note. If you are not using