Everything about Landmark Venues' load-in in one record: a «Load-in window» custom field created and filled in, a «Wedding venue» tag, a note for the team, the floor plan attached, and who changed what.
Custom fields, tags, notes and files
Add your own fields to a record, and keep its tags, notes and files in one place.
What you will learn
- Custom fieldsCreate a field in Settings, and fill it in on the record.
- Tags, notes and filesTag the record, leave a note for the team and attach a file.
- Who changed whatThe activity history shows every change and who made it.
Related articles
- Create a custom fieldAdd a field to orders, items, contacts or documents in Settings, choose where it prints, and edit, archive or restore it later.
- Fill in custom fields on a recordFill in your custom fields on an order, item, contact or other record from its Custom fields card, including fields that link to another record.
- Add tags to a recordLabel orders, contacts, items or invoices with free tags such as “wedding”, filter lists by them, and rename or delete them in Settings.
- Add a note and mention a teammateLeave a comment on any record for your team, and type @ to send a teammate a notification that takes them straight to it.
- Attach files to a recordUpload documents and photos to the «Files» card of a record, and make a file visible so your client can download it from the portal.
- See who changed a recordOpen a record's «Activity history» to see who added or deleted notes, tags and custom field values, and what changed.