Creating Employee Notes

Overview: What are we talking about?

Your Employee Notes tab in the Animal and Owner profiles are where your staff can leave notes, updates or any info needed about either the animal or owner that are completely private to the business.

This article includes:

Creating Note Types
Creating Employee Notes

Helpful Hints:

If you hover over the edit pencil icon you can view when the note was created or edited.
To show the year in employee notes, head to Admin » Custom Configurations and enter ddd, MM/DD/YYYY, h:mm a into the Js date string format field

Set it Up: Let's Get Started

Step 1: Create Note Types

Left-hand Navigation: Admin » Note Types
Click + Add button and create the Note Type
Below is a Field Guide that will help you complete the form
Click the Save button when you are finished

Field Guide:

Setting	Description	Helpful Hint
Type	This is the type of note you would like to categorize the note as.
Is Email	When sending an email directly to the customer through the Leads Report, you can make it so the email is sent directly to the Employee Notes tab as the specific Note Type.	The Note Type will display when sending a customized email to the customer from the Leads Report (Reports & More > Leads Report)
Is Owner Type	When creating a note it will only be assigned to the Owner Profile.
Is Animal Type	When creating a note it will only be assigned to the Animal Profile.
Show On Run Card	If enabled, the notes will appear on the Run Card

Step 2: Create Employee Note

Navigate to Animal or Owner Profile
Click the Employee Note tab » Create Note
Select the Note Type
Click the Save button when finished

Creating Employee Notes

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