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Product Documentation Operations Portal CRM Employee Mobile App Configure Employee Mobile App Add Notes to Quick Orders

Employee Mobile App - Add Notes to Quick Orders

  1. Navigate to "Quick Orders"

    When using the Quick Order feature in the Employee Mobile App, you can add a Note to an order before checking out. The Notes section is not mandatory but can be used to communicate information with anyone who can view the order once it’s placed. To do this, navigate to "Quick Orders" in the employee mobile app.

  2. Select order to add notes

    Select an order to add notes.

  3. Tap the "Notes" icon

    Tap the "Notes" icon located in the top right corner of the screen.

  4. Type in your notes into the field

    Type your note into the field.

  5. Tap "Save"

    Once you have entered your notes, tap on the "Save" button then proceed with your order.

  6. A green dot on the icon shows there is a note added to your order

    If you see a green dot on the "Notes" icon, it means there is a note added to your order.

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