Make notes - Revision history

Annette at 10:21, 15 March 2024

2024-03-15T10:21:25Z

← Older revision		Revision as of 10:21, 15 March 2024
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	[[Category:How to]]		[[Category:How to]]

	<div class="heading">Notes ~~and~~ information from external systems</div>		<div class="heading">Notes, information from external systems and Task Management</div>

	This page explains how to make notes, manage tasks and integrate external content		This page explains how to make notes, manage tasks and integrate external content
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	=Task Management=		=Task Management=
			There are several options to manage tasks which are listed below. You might also find [[Cleaning_and_Housekeeping \|this help page]] useful.

			==Auto Actions==
			You can trigger automated Email to specific Email addresses when a booking meets certain conditions. The [[Auto_Actions\|Auto Action help page]] provides more information and setup instructions.

			==Automated Reports==
			Under REPORTS can set up custom reports and use the Routines function to automatically send reports to specific recipients. Go to (SETTINGS) > ACCOUNT > ROUTINES for setup.

Annette at 10:06, 15 March 2024

2024-03-15T10:06:13Z

← Older revision		Revision as of 10:06, 15 March 2024
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	<div class="heading">Notes and information from external systems</div>		<div class="heading">Notes and information from external systems</div>

	This page explains how to make notes and integrate external content		This page explains how to make notes, manage tasks and integrate external content

			=Notes=
	You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings.		You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings.

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	*Use the "Notes" in bookings to make notes for in a specific booking. [[:Category:Bookings\|Click here for more information on how to manage bookings]].		*Use the "Notes" in bookings to make notes for in a specific booking. [[:Category:Bookings\|Click here for more information on how to manage bookings]].

			=External Content=
			You can use the "Notes" module on the Dashboard to [[:Category:Dashboard#External_content\|embed content from an external system]] in an iFrame.

	~~<span style~~="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> You can use the "Notes" module on the Dashboard to [[:Category:Dashboard#External_content\|embed content from an external system]] in an iFrame.		=Task Management=

Annette at 09:44, 30 July 2020

2020-07-30T09:44:19Z

← Older revision		Revision as of 09:44, 30 July 2020
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	<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> You can use the "Notes" module on the Dashboard to [[:Category:Dashboard#External_content\|embed content from an external system] in an iFrame.		<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> You can use the "Notes" module on the Dashboard to [[:Category:Dashboard#External_content\|embed content from an external system]] in an iFrame.

Annette at 09:43, 30 July 2020

2020-07-30T09:43:29Z

← Older revision		Revision as of 09:43, 30 July 2020
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	[[Category:How to]]		[[Category:How to]]

	''This page explains how to make notes''		<div class="heading">Notes and information from external systems</div>

			This page explains how to make notes and integrate external content

	You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings.		You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings.
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	*Use the "Diary" function in the CALENDAR to make notes for specific days. [[:Category:Calendar#Diary_and_notes_Function\|Click here for more information on how to use room notes]].		*Use the "Diary" function in the CALENDAR to make notes for specific days. [[:Category:Calendar#Diary_and_notes_Function\|Click here for more information on how to use room notes]].
	*Use the "Notes" in bookings to make notes for in a specific booking. [[:Category:Bookings\|Click here for more information on how to manage bookings]].		*Use the "Notes" in bookings to make notes for in a specific booking. [[:Category:Bookings\|Click here for more information on how to manage bookings]].


			<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> You can use the "Notes" module on the Dashboard to [[:Category:Dashboard#External_content\|embed content from an external system] in an iFrame.

Annette at 12:44, 11 July 2020

2020-07-11T12:44:10Z

← Older revision		Revision as of 12:44, 11 July 2020
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	''This page explains how to make notes''		''This page explains how to make notes''

	You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings.		You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings.

	*Add a "Notes" module form the "Communications menu to your DASHBOARD. [[:Category:Dashboard\|Click here for more information on how to customise dashboards]].		*Add a "Notes" module form the "Communications menu to your DASHBOARD. [[:Category:Dashboard\|Click here for more information on how to customise dashboards]].

Annette: Created page with "Category:How to ''This page explains how to make notes'' You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings. *..."

2019-02-05T16:51:16Z

Created page with "Category:How to ''This page explains how to make notes'' You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings. *..."

New page

[[Category:How to]]

''This page explains how to make notes''

You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings.

*Add a "Notes" module form the "Communications menu to your DASHBOARD. [[:Category:Dashboard|Click here for more information on how to customise dashboards]].
*Notes to a room can be added in the CALENDAR. [[:Category:Calendar#Diary_and_notes_Function|Click here for more information on how to use room notes]].
*Use the "Diary" function in the CALENDAR to make notes for specific days. [[:Category:Calendar#Diary_and_notes_Function|Click here for more information on how to use room notes]].
*Use the "Notes" in bookings to make notes for in a specific booking. [[:Category:Bookings|Click here for more information on how to manage bookings]].