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How to Add Quick Notes in CleanCloud
How to Add Quick Notes in CleanCloud

Learn how to set up Quick Notes in CleanCloud to streamline order management. Add preset notes for easy use on the New Order page.

Rafael avatar
Written by Rafael
Updated over 2 months ago

How to Add Quick Notes

  1. Go to Settings → Admin → Workflow → New Order Page.

  2. Scroll down to Notes Presets and click on Add Note.

  3. In the pop-up window, type the note you'd like to add.

  4. Click Add Note and then press Submit.


Using Quick Notes

When managing an order on the New Order Page, click the Notes section. The system will display all available preset notes for quick selection. Simply select the desired note, and it will automatically attach to the order.


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