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Make notes

552 bytes added, 15 March
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[[Category:How to]]
<div class="heading">Notes and , information from external systemsand Task Management</div>
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.
*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> 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 use the "Notes" module on the Dashboard trigger automated Email to specific Email addresses when a booking meets certain conditions. The [[:Category:Dashboard#External_contentAuto_Actions|embed content from an external systemAuto Action help page]] in an iFrameprovides 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.

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