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Note taking

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

Note on a visit

Section titled “Note on a visit”
  • Open a Visit.
  • Open the notes tab.
  • Tap New.

Note on an order

Section titled “Note on an order”
  • Start an Order and add lines to the cart.
  • Tap Complete Order.
  • On the order review screen, tap the + note control.
  • Tap Create note.

Note on a delivery

Section titled “Note on a delivery”
  • Start a Delivery.
  • Use the + Note control on a delivery screen.
  • Tap Create note.