Adding a note for an organization

Notes capture details about the organization that you want to give visibility to.

For example:

  • You create a note that gives your team a critical project update and lists a point of contact for more information.
  • You create a note to inform your team about a recent staff termination at the client organization.
  • You create a message to alert anyone who views that organization about a recent system change such as a server upgrade.

Instructions

Creating quick notes

Quick notes are messages (short or long) that are visible to everyone except users with a Lite role.

  1. Click Organizations from the top navigation bar.
  2. If necessary, search for the organization.
  3. Click the organization.
  4. Click the Edit Quick Notes button (upper right side of the screen). This will open an on-screen Quick Notes editor.
  5. Type your note.
  6. Click Save.

After you save it, the note will be visible on the organization's home page.

Creating alert messages

Alerts are short, brightly colored messages that are visible to all users.

  1. Click Organizations from the top navigation bar.
  2. If necessary, search for the organization.
  3. Click the organization.
  4. Click the Edit button (top right).
  5. In the Alert Message field, type your note.
  6. Click Save.

After you save it, the alert message will be visible on the organization's home page.

Example: An alert message (orange box) and a note (gray box) for an organization

notes.png

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