View consultant note

Conditions:

• The user account is linked to a company.
• There is a consultant linked to the company.
• A consultant has created a note.

How to get here: 

Navigate to the 'Consultant Notes' page. This can be done in two ways:

1. On the home screen: Click on 'Order' on the right side of the screen. Then press 'Consultant Notes' in the left navigation bar.
2. On any other page: Click on "Orders" in the navigation bar at the top right of the Koppert One logo. Then press 'Consultant Notes' in the left navigation bar.

How does it work?

On this page, all consultant notes created for the company are displayed. All created notes are listed below each other, the most recent one at top. A note is shown in a concise view. It displays which consultant created the note, the title of the note, the date, and any text content and attachments. The attached attachments can be downloaded. Click on the attachment icon for this and select the desired attachment(s) to download.

Click on a consultant note from the list to view the details of the note. The entire note is then displayed with title, context, attachments, and email notifications.