Simple notes are associated to a variety of different type of records within MoversSuite and are free-form text that a user can modify when editing the record. Attributes of simple notes are as follows:
•No timestamp
•No user-stamp
•No restrictions to add, edit, or delete note content
•Size limitations on the amount of text that can be entered on some notes
•Typically for internal documentation use only
The following table lists and describes the available simple notes by their relative location in the MoversSuite application.
Important:
Records imported into MoversSuite can overwrite existing note records.
|
Location |
Description |
|
Account Profiles |
General Notes associated to a profile display within the Account Profiles tab. See Account Profile Setup for information on profile setup. These notes are unlimited in size. |
|
Agents |
A message associated to a particular agent through Agent Setup displays when the agent is assigned to the order through the Agents tab. Users can modify the Memo for each order. Users can enter up to 60 characters. |
|
AR Credit & Collections |
A user can enter a message in Note section when a task is completed. See Add Task (AR Credit & Collections) for details. These notes are unlimited in size. |
|
Cash Receipts |
Notes entered for a batch and a receipt will display on several reports including Payment Receipt Report and Deposit Statement Report. See Cash Receipts for more information. These notes are unlimited in size. |
|
Document Management |
Notes attached to a file added and edited through Properties screen incorporate with a particular document version. This data is stored within a MoversSuite Document Database. These notes are unlimited in size. |
|
Local Dispatch |
Day Note associated to a particular service date allow dispatchers to communicate to dispatch at different locations. Day Notes are unlimited in size. The reason for a service decline in Requested Services is included in an email to key personnel. See Email Options Setup for more information. Users can enter up to 254 characters for the decline reason. |
|
National Accounts |
A note set within Account Setup appears within the Memo field in Billing Information and in Account Profile Setup. Users can modify the National Account Memo for each order. Users can enter up to 60 characters for the memo. |
|
Recurring Billing Setup |
The Location note and Item Note attached to a billing record through Add Billing Item are included on invoices generated during a billing run. Text entered within the Invoice Note of a billing record will display on invoices generated for the record during a billing run. Users can enter up to 512 characters for the Location. Users can enter up to 1024 characters for either the Item Note or Invoice Note. |
|
Store Information |
Users can note damage to a fixture within the Action Taken comment box within Fixtures. Users can enter up to 50 characters. |