ROSEHELP
📌 Sticky notes
Leave sticky notes for your team
Sticky notes let staff jot things down and pin them where everyone will see them. Store notes live on the Schedule and can be pinned to the dashboard and other screens. Notes on a contract, item or take-in show up whenever that record is on screen.
In RoseAll stores
Where notes show upRose
- Schedule: the Notes card holds all the store notes you can see, pinned ones first.
- Dashboard: the Pinned notes card in the right column shows store notes pinned to the dashboard or to every screen.
- Every other screen: a Pinned notes card sits at the top right. On Contracts, Inventory, Take-ins and Sales it shows notes pinned to that screen as well as those pinned to every screen.
- Contracts, Inventory and Take-ins: under the pinned notes, the card also shows the notes of the contract, item or take-in on screen.
Write a store noteRose
- Go to Schedule.
- In the Notes card, click + Add note.
- Type your note. It saves as you type, so there is no save button.
- A new note is yellow, not pinned, and everyone in the store can see it.
- Notes can be up to 2,000 characters.
- The bottom of each note shows who last changed it.
Add a pinned note from any screenRose
- On the dashboard or any screen with the Pinned notes card, click + Note.
- In PIN FOR, choose EVERYONE or ONLY THE PEOPLE AND GROUPS I PICK.
- Under SHOW ON, choose EVERY SCREEN or ONLY THESE SCREENS. The screen you are on is already ticked. You can pick Dashboard, Contracts, Inventory, Take-ins and Sales.
- Click ADD PINNED NOTE, then type in the new note.
Pin, unpin and choose who sees a noteRose
- On a store note, click 📍 to pin it.
- In PIN FOR, choose EVERYONE, or ONLY THE PEOPLE AND GROUPS I PICK and tick GROUPS (Administrators, Managers, Staff), LOCATIONS (everyone at that location) and/or PEOPLE.
- Under SHOW ON, pick EVERY SCREEN or ONLY THESE SCREENS.
- Click PIN. A pinned note shows 📌 and the screens it is pinned to.
- To unpin, click 📌. The note stays on the Schedule's Notes board.
- To change who sees a note later, click 👥 on it. The WHO SEES THIS NOTE window offers the same choices; click SAVE.
- A note shown only to some people says 👥 and who they are.
- You always see the notes you wrote, whoever they are shared with.
- LOCATIONS only appears if your store has more than one location.
Tip: Only the person who wrote a note, or a user with Administration access, can choose who sees it. Others can still pin it, but who sees it stays the same.
Add a note to a contract, item or take-inRose
- Open the record: pick a contract in Contracts, click an item in Inventory, or select a take-in in Take-ins.
- In the Pinned notes card, under the record's name (for example "Contract #1001 Smith, Jane", "Item SKU ..." or "Take-in #..."), click + Note for this contract (or item, or take-in).
- Type the note.
- The note shows every time that contract, item or take-in is on screen, for everyone who opens it.
- Record notes can't be pinned or limited to certain people. They belong to that one record.
- The 📌 Notes tab shows how many notes there are (pinned plus this record's).
Edit, recolour or delete a noteRose
- Edit: click in the note and type. Changes save automatically.
- Colour: click 🎨 to cycle through yellow, pink, blue and green.
- Delete: click 🗑. The note is deleted for everyone straight away, with no confirmation, and can't be undone.
Tip: To hide a note only from yourself, close the card instead of deleting the note.
Close or reopen the notes cardRose
- Click the x on the Pinned notes card to close it. Rose remembers this for you only, screen by screen. Everyone else still sees their notes.
- To reopen it, click the 📌 Notes tab on the right edge of the screen, or press Alt+N. Alt+N also closes it.
- On the dashboard, click ↺ 📌 Pinned notes on the greeting line to bring the card back.
Who can do this (user rights)
| Right in User Maintenance | What it allows | Who has it at first |
|---|---|---|
| (no separate right) | Anyone who can sign in to Rose can open Schedule and add, edit, pin, recolour and delete the store notes they can see. Record notes appear on Contracts, Inventory and Take-ins for users who can open those screens. | Everyone |
| Administration and Subscription Plans | Users with Administration access can choose who sees any store note (👥, PIN FOR). Other users can only do this for notes they wrote. | Users whose Administration box is ticked. |
Questions
Who can see my notes?
Store notes: everyone in your store, unless you picked people, groups or locations with 👥 or PIN FOR. Then only they, and you, see it. Notes on a contract, item or take-in show to everyone who opens that record.
Do consignors or vendors see notes?
No. Notes are for your staff only and never show in myPortal.
I closed the notes card. How do I get it back?
Click the 📌 Notes tab on the right edge of the screen, or press Alt+N. On the dashboard, use ↺ 📌 Pinned notes on the greeting line.
Can I get a deleted note back?
No. 🗑 deletes the note for everyone straight away. If you only want it out of your way, unpin it or close the card.
Why can't I pin a note on a contract?
Only store notes can be pinned. A note on a contract, item or take-in already shows whenever that record is open. Write a store note on Schedule, or with + Note on the Pinned notes card, to pin something.
Can I put a note on just the Sales screen?
Yes. When pinning, choose ONLY THESE SCREENS under SHOW ON and tick Sales.