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    1. System Requirements
      1. Installing Easify for the first time
      2. Installing the Easify Client on a New Computer
      3. Upgrading Easify
    1. Running Easify for the First Time
    2. Evaluation Window
    3. Installing your License
      1. Setting the Administrator Password
      2. Login Window
      3. Selecting your VAT status
      4. Easify Main Window
      1. About Adding Products
      2. Adding Manufacturers
      3. Adding Suppliers
      4. Creating Product Categories and Subcategories
      1. Configuring Options
        1. Phone Dialing
        2. Customer Types
        3. Postcode Lookup
        4. Advanced Options
        1. Payment Routing
        2. Payment Terms Options
        3. YesPay
        4. Regional Settings
        1. Order Statuses
        2. Order Types Options
        3. Advanced Options
        1. Receipt Printer
        2. Advanced POS Print Options
        3. Pole Display
        4. Advanced POS Options
        1. Product Options
        2. Default Margins Options
        3. Product Info
        4. Advanced Options
        1. Purchasing Options
        2. Advanced Options
        1. Document Management
        2. Email Notifications Options
        3. Updates
        4. Advanced Server Settings
        5. Help System
        1. VAT Settings
    4. You're Ready to Go!
    1. Products
    2. Product Sales History
      1. Adding a New Product
      2. Product Details
      3. Product Pricing
      4. Product Stock Levels
      5. Product Notes
      6. Product Info
    3. Editing Multiple Products
      1. Printing Product Labels
      1. Importing Products into Easify
      2. Supported Import File Types
      3. Doing a Product Import
    1. Customers
    1. Orders & Quotes Main Window
    2. Order Status Explained
      1. Raising a New Order
      2. Working With Products
      3. Product Status
      4. Internal Notes
      5. Document Management
      6. Scheduling
      7. Assigning Users to Jobs
      8. Keeping Track of Hours
      9. Billing
      10. Taking Payments for Orders
    1. Purchasing
    2. Raising a New Purchase
    3. Adding Notes for Your Supplier
    4. Purchase Internal Notes
    5. Document Management
    6. Scheduling Purchases
    7. Recording and Searching Serial Numbers
    8. Paying for Purchases
    1. Overview
    2. Working with Text
    3. Working with Pictures
    4. Working with Boxes and Lines
    5. Working with Data
    6. Working with Sections
    7. Section Editor
    8. Menu Editor
    9. Formula Editor
    10. Advanced Field Formatting
    11. Document Security
    12. Toolbar Reference
    1. Electronic Point of Sale (EPOS)
    2. Raising a Sale
    3. Cancelling a Sale
    4. Changing Product Quantities
    5. Adding Comments to a Product
    6. Selecting a Customer for a Sale
    7. Creating a New Customer for a Sale
    8. Discounting a Sale
    9. Loading and Saving EPOS Sales
    10. Printing Receipts & Other Paperwork
    11. Taking Payments
    12. Returns and Refunds
    13. Setting the Float
    14. Cashing Up
    1. Knowledgebase Overview
    2. Knowledgebase Article Editor
    1. Security
    2. Users
    3. User Permissions
    1. Finance
      1. Accounts
      1. Cashbook
    2. Bulk Invoicing
    1. Installation Problems
    2. Installation Error Codes Explained
    3. MSXML6 Setup Failed
    4. The SQL Server service failed to start
    5. Could not load file or assembly when loading reports
    6. Crystal Reports 2008 Runtime SP1 - Error 1935
    1. Easify Advanced Server (EASU)
      1. EASU Installation Guide
      2. Easify Advanced Server Manager
      1. Running Multiple Companies in Easify
      2. Installing an Additional Company
      3. Installing EASU for a New Company
      1. Scheduling Overview
      2. Scheduling Recurring Orders
      3. Scheduling Recurring Purchases
      4. Scheduled Backups
      5. Creating Scheduled Tasks
      6. Viewing & Editing Scheduled Tasks
      1. ECommerce with XML/SOAP
      1. Easify Connector for WordPress / WooCommerce
      2. Installation Guide
      3. Setup Options
      4. Orders Options
      5. Customers Options
      6. Shipping Options
      7. Payment Options
      8. Logging Options
    1. YesPay Card Payment Processing Overview
    2. What You Will Need
    3. Setting up YesPay
    4. Taking Payment with Chip & PIN
    5. Taking Cardholder not Present Payments

Internal Notes




Overview



Easify features an internal notes system that allows you to add notes to each order in Easify.



Think of Easify's internal notes as the kind of notes that are kept by your doctor, after every visit your doctor will update your notes to describe the nature of your visit and to record conversations and advice / prescriptions given. The Easify internal notes system can be used in much the same way.



If you run a service company such as a PC repair business, or an electrical maintenance company for example, you can use the internal notes system in Easify to record and convey important information as the job progresses.



Instead of keeping notes on paper, on post-its or in people's heads, keep notes within the Easify internal notes system and all Easify users on the network can access the notes for a job any time they like.



Additionally, Easify can be set to email you any time an orders internal notes are updated. So if you're the manager of a manufacturing company, you can get your production staff to regularly update the internal notes for the orders they are working on, and receive email status updates on your email enabled mobile phone while you're out on the road. Why not get your purchasing staff to update internal notes, and stay informed about important purchasing events and gain the ability to get involved with problems sooner rather than later.





Using the Internal Notes System



To add an internal note to an order, open the order you wish to add the note to and click the

button. This will launch the internal notes editor.





Your Easify username will appear pre-populated in the Your Name text box.



Enter your notes in the Notes section.



Note: We find it best to be concise when entering notes, as managers that have chosen to receive copies of all internal notes can receive many internal note emails per day. 



On the right hand side of the internal notes editor you will see a list of Easify users that have an email address associated with them in the Easify user manager. Select which users you would like to receive a copy of the internal note you are about to add. It is a good idea to include anyone that would benefit from reading the comment you are about to add.



Some users will be already selected to receive a copy of the note and will be greyed out to prevent them being deselected. These are users such as managers that have elected to receive copies of all internal notes. This setting can be changed via the Easify user manager.



When you are happy with your note and have selected who to send a copy to, click the OK button to save the note to the order.



A copy of the note will be emailed to the people that were selected in the Email a copy to... list.




If you now select the Internal Notes tab of the order, you will see your new note appended to the internal notes, along with who entered the note, the date and time and a list of people that the note was emailed to.





As more notes are added to an order, they are appended to the existing notes.