Our platform makes adding notes on your insertion orders, ads, and verifications easy.
Adding notes to your Insertion Order (IO) and ads:
Go to the orders page. ( Click on the newspaper icon on the sidebar)
2. Filter by Date Range, Order Type, Product, Company, or Status to find the ad/IO you are looking for.
Note: you can also view ads by Run Date and Insertion Order. The Run Date view shows each ad as a separate line item. The Insertion Order view shows each IO as a separate line item.
3. Click on the bubble icon in the notes column.
4. Toggle between Order Notes and Ad Notes.
Note: Order Notes are notes attached to the entire Insertion Order (IO). Ad Notes are notes on a specific ad within the IO.
5. Type the note you need to add and hit save.
Adding notes to your verifications:
Go to your verifications.
2. You can filter your verifications by date, status, customer, order, and product type.
3. Click on the ad you want to leave a note on.
4. Type your note in the description box. The note will automatically save.
More Flytedesk resources: