Add a note and mention a teammate
Leave a comment on any record for your team, and type @ to send a teammate a notification that takes them straight to it.
Any team member who can open the record. Anyone on the team can also delete a note, including one someone else wrote.
Some things about a job don't fit in any field: the venue only lets trucks in before 8 a.m., the client will collect the chairs themselves, a tent pole needs checking before it goes out. You want that context next to the job, where the whole team sees it.
That's what a is for: a free-text comment on a record. Orders, projects, contacts, items, quotes, invoices and most other records have one, and a sends a teammate a notification that takes them straight to it.
A note holds what people say. What Filmo does on its own, such as an order changing status, goes into the record's history instead.
Add a note to the order
Let's leave the warehouse a message on the Landmark Venues wedding order.
- Open the «Notes» card On the order, find the «Notes» card and click «Add».
- Write the note In «Add a note», type “The venue only lets trucks in before 8 a.m.”
- Mention a teammate Type @ and pick the person preparing the tents from the list.
- Save Click «Save».
The note appears at the top of the card, with your name and the date. Along the way:
- The person you mentioned gets the “You were mentioned” notification. Opening it takes them to the order and highlights the note for a few seconds.
- The record's logs the new note with the first 50 characters of its text.
- Notes are listed from newest to oldest.
Delete a note
Hover over the note and click the trash icon. Filmo asks «Are you sure?» and warns that the note will be deleted permanently. The deletion is logged in the record's history, with the beginning of the text.
Warning: Anyone on the team can delete any note, not just their own, and a deleted note can't be recovered.
Where you can add notes
| Area | Records with a «Notes» card |
|---|---|
| Operations | Order (including its delivery and return pages), project, contact, CRM opportunity, service |
| Resources | Item, serial number, kit, order import template, collection, space, staff member, vehicle |
| Maintenance | Incident, repair ticket |
| Sales | Quote, proforma, invoice, credit note, simplified invoice, simplified credit note, contract |
| Purchases | Purchase order, supplier invoice |
On an item with serial numbers, each unit's page shows its own notes, and the item's page shows the notes of all its units, with a button that takes you to each one.
Other ways to add and read notes
Recent notes on Home
«Recent notes», on «Home», gathers the account's latest 50 notes with the record each one belongs to. It shows five at first, and «Load more» adds three each time. «New note» writes a note that isn't attached to any record: it appears only in this panel, where the whole team can read it.
Read notes from a link's preview
When you hover over a link to a contact, order, item, kit, space, project, service, incident, purchase order or staff member, the preview has a tab with its notes. It's read-only; «View all notes» opens the record.
From Neo, a workflow or the API
Neo, workflows and the public API can also create notes. They need edit permission on a module that has notes, and none of them deletes notes. In a workflow, the «Create note» step asks only for the text.
If you see an error
| Message | What to do |
|---|---|
| Error loading notes. | Filmo couldn't read the record's notes. Reload the page and try again. |
Frequently asked questions
No. Delete it and write a new one.
No. Upload the file to the same record's «Files» card. See Attach files to a record.
No. Each note stands on its own, with no replies or threads. Write a new note and mention the person instead.