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How to create a Note

Notes are a quick and useful tool to keep your team up to date directly on your orders.

Written by triSaaS Support
Updated over a month ago

How to create a Note:

  1. Select the order either by searching the Order Reference number or by navigating to your Orders tabs.

  2. Navigate to the Trail tab by selecting the tab when inside the Order details.

  3. Select the New Note box and type in your desired note. Press the blue Save Note button to save your note.

  4. You can find all notes by scrolling down and finding the Trail History

Now your team and you can view any additional details relating to your order whenever you need to.


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