Make notes: Difference between revisions
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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. *..." |
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[[Category:How to]] | [[Category:How to]] | ||
<div class="heading">Notes, information from external systems and Task Management</div> | |||
You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings. | 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. | |||
*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]]. | ||
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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]]. | ||
=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. | |||
=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. | |||