Notes Concepts

Notes refer to a piece of text or a remark that can either stand alone, simply functioning as note pads, or attached to events, jobs, or other records in Maconomy. You can manually create notes and assign it to other records. Some notes are created automatically when an action is performed.

Notes in Maconomy help to enhance communication and collaboration among users by ensuring that important details are recorded and easily accessible within the web client.

You can:

• Create a note and add note lines to it.
• Edit a note.
• Close or reopen a note.
• Attach a document to a note.
• Change the note type.
• Delete a note.