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Onexfort provides a Notes feature that allows businesses to add important details about customers, jobs, or internal operations directly within the platform. Here are some key aspects:
The Notes feature allows you to record essential information about a specific contact, job, or task. This helps ensure that all team members can access relevant details in one place without needing to rely on external documents or systems
Team members can add, edit, and view notes, making it easier to collaborate on jobs or leads. By keeping track of every interaction, the entire team remains aligned, especially during handovers or transitions
For removalist and moving businesses, job-specific notes can include customer preferences, special instructions, or any unexpected challenges that occurred during the move. This ensures smoother operations and a higher level of customer satisfaction
To view notes in Onexfort, follow these steps:
Log in to Onexfort:
Access your account via Onexfort's login page.
Navigate to Contacts or Jobs:
Go to the Contacts or Jobs section where notes might be tied to specific customers, tasks, or jobs.
Open a Contact or Job:
Select the relevant contact or job you want to view notes for. This will display the details, including any associated notes.
View Notes Section:
Look for a Notes tab or section in the contact or job profile. All previous notes added to this particular record will be listed here.
Search or Filter Notes (Optional):
If there are many notes, you can often filter or search for specific ones based on keywords, dates, or other criteria.
This method allows easy access to important notes and details, ensuring your team remains well-informed about customer interactions or job-specific instructions
View from the "Activity" tab. Notes are labeled with a pencil icon
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