You can now create and manage note categories for both your jobs and staff profiles. This update improves organisation and tracking of job-specific and staff-related information.
Key Features
Job-Specific Note Categories: Add and manage note categories that will appear directly in your job records.
Staff Profile Note Categories: Set up note categories that will be available under the Notes tab in staff profiles.
Improved Organization: Tailor note categories to better manage and access job and staff-related details.
For Staff Profiles:
Access Settings:
Go to the Settings section in your application.
Open Note Categories:
Select Note Categories from the settings menu.
Add New Categories:
Click on Add Note Category.
Enter a name for the note category specific to staff profiles.
Save your changes.
View Categories in Staff Profiles:
Navigate to a staff profile and select the Notes tab to see the new note categories available.
For Jobs:
Access Settings:
Navigate to the Settings section in your application.
Open Note Categories:
Select Note Categories from the settings menu.
Add New Categories:
Click on Add Note Category.
Enter a name for the note category specific to jobs.
Save your changes.
Apply Categories to Jobs:
When viewing or editing a job, you will now see the new note categories available for selection.