ROSEWHAT'S NEWSticky notes, right where you need them
Jot it down and pin it up. Store notes everyone can see, and notes on a contract, an item or a take-in that show up whenever it's on screen.
Pinned notes everywhere
Pin a note and it shows on the dashboard and in the Pinned notes card at the top right of every screen - perfect for holiday hours or today's reminders.
Pin it for the right people
Pin a note for everyone, or only for chosen people, groups (Administrators, Managers, Staff) or a location. Click 👥 to change who sees it.
Notes on a record
Open a contract, an item or a take-in and add a note just for it (“prefers payout by check”, “small stain - priced for it”).
Colours
Yellow, pink, blue or green - click 🎨 to change it. Notes save as you type.
Out of the way when you want
Close the card with ×. Bring it back with the Notes tab on the right, or press Alt+N.
Get started
- Write a store noteOpen Schedule and click + Add note on the Notes board (or + Note on the dashboard's Pinned notes card).
- Pin itClick 📍 on a note and choose PIN FOR: everyone, or only the people, groups or locations you pick. It shows on their dashboard and every screen. Click 📌 to unpin.
- Add a note to a recordOpen a contract, click an item in Inventory, or pick a take-in. The Pinned notes card shows + Note for this contract / item / take-in.
- Tidy up🗑 deletes a note. Closing the card only hides it for you - everyone else still sees it.
Step-by-step guides
Questions
Who can see my notes?
Store notes: everyone in your store, unless you picked people or groups with 👥 / PIN FOR - then only they (and you) see it. Record notes show to everyone whenever that contract, item or take-in is on screen.
Do consignors see notes?
No. Notes are for your staff only and never show in the portal.
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 the button on the greeting line.