QuickNotes

For standard notes that you use regularly save a new QuickNote. You can easily select the note you want to add, make any changes to it and save it on the record. QuickNotes can really speed up adding notes to:

• Contacts (Customer & Suppliers)
• Sales orders
• Purchase orders
• Helpdesk tickets
• Tasks/Activities

When you add notes you can choose to also email them to the contact. By including merge fields in your QuickNotes you can automatically include details such as contact name and address, order number and staff name. Merge fields are typed into the note content, here are some examples:

_contactName_

_orderRef_

_deliveryAddress_

_deliveryDate_

_staffName_

View more useful merge fields

Create a New QuickNote

1. Go to Setup > Templates > QuickNote templates.
2. Click Add a new QuickNote.
3. Enter a title for the note, this is what you will see in the drop-down menu to select the note.
4. Enter the content of the note, this is what will be added as the note entry.
5. Click Save.

Once saved your note is ready to be used wherever you see the Add QuickNote option throughout Brightpearl. If you have included merge fields in your note they will be populated with the relevant data (if it is available) once you save your note.

Here are some examples to get you started, remember you can edit the note when you add it:

• Customer called for an update
• Called regarding overdue invoices
• Called chasing payment, expect to receive by XX/XX/XX
• Supplier chasing payment
• Account on-hold until further notice. Reason:

QuickNotes should not be confused with Templates. Templates are used for emails, SMS and printed documents. These can be designed to be much more detailed, include your logo and have more interesting HTML designs.

Learn more about templates

Adding a QuickNote

QuickNotes can be used where ever you see the --add QuickNote-- drop-down menu. You'll find it in sales and purchase orders, contact records and helpdesk tickets.

Select your QuickNote and the content will be added to the notes field. If you want to email a copy of the note to the contact tick the appropriate checkbox.

If your QuickNote contains merge field they will be populated when the note is saved.

Useful Merge Fields

_myCompanyName_

_myCompanyAddress_

_myCompanyEmail_

_myCompanyAccountsEmail_

_myCompanyTel_

_myCompanyVAT_

_staffName_

_date_

_contactSalutation_

_contactName_

_contactFirstName_

_contactLastName_

_contactCompany_

_contactPhone_

_contactFax_

_contactEmail_

_contactAddress_

_contactVAT_

_contactCode_

_invoiceTotal_

_statementDetail_

_orderRef_

_orderCustomerRef_

_orderStatusText_

_orderDate_

_orderComments_

_invoiceRef_

_invoiceDate_

_invoiceDue_

_productTable_

_departmentName_

_projectName_

_assignedTo_

_shipMethodName_

_webLink_

_customerName_

_customerTel_

_customerFax_

_customerMobile_

_customerEmail_

_customerAddress_

_billingName_

_billingTel_

_billingFax_

_billingMobile_

_billingEmail_

_billingAddress_

_shipMethod_

_deliveryName_

_deliveryTel_

_deliveryFax_

_deliveryMobile_

_deliveryEmail_

_deliveryAddress_

_deliveryDate_

_deliveryTime_

_orderItems_

_PCF_XXXX_ (custom fields)