Fluidly allows users to make notes at both an invoice and customer level. Notes act as an important record of information and interactions, helping users to be more effective in their collections and cashflow forecasting.
NB. All of the below also applies to logging calls, alongside adding notes.
How do I make a note?
There are various ways to do this throughout the product, but the three key ways in which this can be done are:
- Via the Actions list. Clicking the ellipsis button on the righthand side of the list will bring up a small menu, which allows users to add notes.
- Via the Invoice modal. Clicking an invoice reference will bring up further information about an invoice, with the ellipsis button allowing users to add notes.
- On a Customer page. Besides the 'Email customer' button, users can click the ellipsis button to add a note.
All notes will then be added to the historic interaction records, at either an invoice or customer level.
Users can also 'pin' notes - doing so will ensure that a note remains at the top of the activity history, in exactly the same way that it will on Twitter, for example. Users can only have one pinned note at a time, the idea being that you use this to keep anything particular important front of mind.
Examples of how this is currently being used are highlighting key details of an ongoing commercial dispute, or a reminder that a key contact is due to change and that you will need to find a new email address.
Notes can be viewed across the platform, but the Notes tab affords users a chronologically listed record of all notes that have been made within Fluidly.
This tab contains information on who made the note, when, the invoice(s) that it relates to and the type of interaction.