---
title: Keep Notes
slug: keep-notes
icon: 📓
docTags: 
createdAt: 2023-06-29T10:26:10.379Z
---

# Introduction

The notes panel can be accessed from the Sales and Operations Dashboard. Some notes are automatically generated by the system when executing actions in Logic.

In this guide, we will learn how to add information and context to your Booking or Quotation conveniently. It works like jotting notes on paper, but it's cloud-based and available 24/7. 

# Conditions

:::hint{type="info"}
- To add notes, you need an existing Booking or Quotation.
:::

# Guided steps

## Add notes to your Booking

:::Iframe{iframeHeight="0" code="<iframe src=&#x22;https://scribehow.com/embed/Add_Notes_to_your_Booking__7LeELAlOQv-4p3jqJ64AXg?removeLogo=true&#x22; width=&#x22;100%&#x22; height=&#x22;640&#x22; allowfullscreen frameborder=&#x22;0&#x22;></iframe>"}

:::

## Add notes to your Quotation

:::Iframe{iframeHeight="0" code="<iframe src=&#x22;https://scribehow.com/embed/Add_Notes_to_your_Quotation__VWwZOH5vRY6GDJlLPCGWGQ?removeLogo=true&#x22; width=&#x22;640&#x22; height=&#x22;640&#x22; allowfullscreen frameborder=&#x22;0&#x22;></iframe>"}

:::

## Pin notes

:::Iframe{iframeHeight="0" code="<iframe src=&#x22;https://scribehow.com/embed/Pin_notes__np-qX0J5Sb2S0T5a1FXC7w?removeLogo=true&#x22; width=&#x22;100%&#x22; height=&#x22;640&#x22; allowfullscreen frameborder=&#x22;0&#x22;></iframe>"}

:::

## Share notes

:::Iframe{iframeHeight="0" code="<iframe src=&#x22;https://scribehow.com/embed/Share_notes__jZQzgatnTIyXNyqFf1Mc-A?removeLogo=true&#x22; width=&#x22;100%&#x22; height=&#x22;640&#x22; allowfullscreen frameborder=&#x22;0&#x22;></iframe>"}

:::

# What I learned

::::WorkflowBlock
:::WorkflowBlockItem
Adding notes to Quotations and Bookings gives more context to the shipments.
:::

:::WorkflowBlockItem
Some notes are automatically generated by the system during operations.&#x20;
:::

:::WorkflowBlockItem
You can access the notes panel from the Sales and Operations Dashboard.
:::
::::