The Home Tab > The HireTrack NX NoteBook

Notes work a bit like Post-It™ Notes as it's a feature that allows you to take notes about a call and quickly check availability and pricing for informal enquiries. Any equipment specified in a Note is NOT RESERVED and has no impact on future availability.

Notes can be converted to Jobs or linked directly to CRM leads which can then be converted to a job.

The main 'View Notes' screen shows you all the notes currently available according to the selection criteria.

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Notes can be searched by owner, data range or from Tags against each note.

To search for a note use the Search controls

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•	The Search function searches for any text matching the entered text

•	Clicking My Notes, filters to only show notes you have created. Clicking this sites notes filters to show all notes from this site.

•	If a filter is shown in RED it is active.

•	You can add filters to further restrict the notes by creation date or start dates.

•	Or you can select from the tag cloud to filter to match tags placed against the notes.

To create a new note simply select the New Note tab

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Once a note has been created it can be edited and equipment added to it by clicking:

and then using the POPSTOCK EDITOR (click here to jump)

The pricing for equipment on a note is based on the Hire period and the number of Hire days the quote is for. The availability for the equipment is calculated based on the from and to dates of the note.