Hello! How are you?
Did you know that it is possible to add notes to unit records?
This allows users to consult and manage relevant information about units in an organized way.
This information will be available to users with the Master role or to other roles according to their permissions.
In other words, only head office users will be able to view, edit, and add this information.
⚠️ Important!
For a user with a role created in the platform to add these notes, their role must have the “Create units” permission.
For a user with a role created in the platform to edit and delete notes, their role must have the “Edit units” permission.
For more information about permissions, access the article Detailed Module Permissions.
To access the article How to register | edit | delete a Unit?, click here.
📝 Adding and editing notes
When a note is added, the date and time of the action are recorded.
The same happens when a note is edited: it is marked as “Edited”, with the date and time of the action.
In the Notes field, it is possible to format the text in bold, italic, strikethrough, add bulleted lists, and include links.
🗑️ Deleting notes
To delete a note, click the three dots corresponding to the activity and select “Delete”.
⚠️ Important!
To edit the Basic Information, Contact, Contractual, Partners, and Extra fields of a unit, click the corresponding pencil icon, as shown in the screenshot.
For more information, access the article How to register | edit | delete a Unit?.
Still have questions? 🤔
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