A message within an activity, project, vendor, invoice, or document record may require the attention of a manager or board director. You can add, edit, or delete a note and mention them to ensure they are notified and included in the related record.
Notes are not the same as Share. A note is saved in the record and stays there for everyone to read. Share sends an email with a link to the record and an optional message, and that message is not saved in the record. If you want your message kept with the record, add a note. How to share a record
How to Find Saved Notes in a Record in Managemate
Navigate and access to the record’s landing page
Click the message icon at the bottom-right of the record to open the notes panel.
See all saved notes and the date and time they were entered.
How to Add a Note to a Record in Managemate
Navigate and access to the record's landing page
Click the message icon at the bottom-right of the record to open the notes panel
Add your note and click submit icon
Tip: Use the @ symbol to mention anyone user in your note. An instant notification will be sent to that user/s. (subject to their notification preferences)
How to Edit a Note to a Record in Managemate
Navigate and access to the record’s landing page
Click the message icon at the bottom-right of the record to open the notes panel.
Click the edit icon of the message you want to update.
Revise your note.
Click check icon to save.
Note: You can only edit your notes. Other users can't edit your notes.
Note: Once you edit a note and click submit, any user mentioned in the note will receive another notification (subject to their notification preferences).
How to Delete a Note to a Record in Managemate
Navigate and access to the record’s landing page
Click the message icon at the bottom-right of the record to open the notes panel
Click the trash bin icon to delete the note.
A confirmation will appear and click yes to proceed.
Note: You can only delete your notes. Other users can't delete your notes.
FAQs
I wrote a message and now I cannot find it
The most likely cause is that the message was added through Share rather than through Notes. A message included in a share is delivered in the notification email only, and is not saved in the record. Everyone you selected still received it. To keep a message with the record, add it as a note instead. Saved notes stay in the notes panel with the date and time they were entered.