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Find out about what Notes are and how they work here.

Sam Linge avatar
Written by Sam Linge
Updated over a week ago

Notes allow Admins to leave comments on Users, Jobs and Lessons. They are only viewable by Administrators with the correct permissions (View Operations), and cannot be viewed by any non-Admin user; notes about a User cannot be viewed by that User; notes about a Lesson cannot be viewed by any Client/Student/Tutor attached to that Lesson - it is purely for the reference of Administrators.

An example of a Job page, with the Notes panel highlighted.

Can I view all of my Notes in one place?

All Notes left by Administrators can be found via People > Notes. This page allows you to filter out your notes via the Filter button - selecting this will open the Filter Notes panel, where you can apply various filters to the Notes list, such as when it was created, who created it, who/what it was attributed to and the text within the Note.

How do I adjust the formatting/styling of a Note?

Notes can be edited in HTML Markdown - read more about that here.

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