Notes are one of the project communication capabilities on Cloud. The notes fields are found in the opportunity, quote, project, and client views. Notes provide @mention capabilities, which can be used to attract the attention of one or more specific team members or clients.
For example, a note with an @mention for the depot manager to check the product delivery status and update it in the app.
@mentions trigger both in-app and email notifications for the users mentioned in the notes.
By configuring your email notification preferences, you can optionally suppress email notifications for notes.
Opportunity view
Click the opportunity tile to add notes in the "Activity" tile in the opportunity details view.
Quote view
Open the quote, and you can add unique notes under each location and system in the quote.
Project view
Go to the project details view and add notes under the "Activities" tab. If you want to add unique notes, go to "Details > Bill of Materials" and add unique notes under each location and system.
Client view
Go to the client details view and add notes under the "Notes" tab.
