How can I write a note into the timeline or an order for future reference?

ImportantNotes can be read by the order payer and attendee, so please do not write anything into a note that you would prefer they don't see

Go to the order record for which you wish to write a note

You can use either the global search system or the search/filter bar to find the order.

Click "Manage order" and then "Attach note"

Click "Manage order" and then "Attach note"

Write your note in the field provided and then click "Attach note" to save the note

Write your note in the field provided and then click "Attach note" to save the note

The note will be immediately included in the order's timeline

The note will be immediately included in the order's timeline

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