Add a note and read the history of a record

The Logs panel on the right of every record is its diary. SiaOne writes an entry each time something happens - created, updated, confirmed, delivered, invoiced, paid - with the user's name and the time. You can add your own notes between them.

Steps

1. Open a record, for example a customer, and look at Logs on the right. The newest entry is at the top, for example Customer created.
2. To leave a message for your team, click Log note.
3. Type the note under Internal Note. It is for your team only - the customer or vendor never sees it.
4. Click Log. The note appears at the top of the Logs with your name and the time.

What happens next

Keep your account safe: Change your password.