Adding Notes Across Victoury

Notes are accessible by Victoury users and can contain internal information about an entity, or they can be used in document printing.

Some ways in which notes can be used:

• Notes from an appointment, phone call, meeting, and other forms of communication
• Additional Information
• Remarks
• Post travel information
• Travel Information

Currently, notes are available in:

• Customer Details
• Person Details
• Supplier Details
• Deal Details
• Arrangement Details
• Product Details
• Group Tour Details

Creating a Note

To add a note, navigate to the Notes section in one of the entities mentioned above and click on the “Add New” button. A window will open in which you can input the following information:

• Create Date – this field is automatically filled out with the current date at the moment of creation
• Due Date
• Note Type – choice list editable in Settings / Choice Lists / Note_Type
• Subject
• Body

After creating a note, it can be viewed by clicking on the Subject. A note can also be printed or sent via email.