How to view All Notes

In the Fortix system, it is possible to view all the notes made about what you discussed and conversation takeaways, in a single report. This increases the visibilty of your activity and improves productivity for follow-ups.

To access the notes list, navigate to the menu where your Notes are located.

Easily navigate to this page by typing /?notes v2 in the address bar. EG https://base.fortix.systems/?notes_v2=

If you are unable to locate this function in your system, please contact our support desk at support@fortix.,com.au

A list of all the notes taken will be displayed.

Click on the DOWN ARROW next to the Action tab to View Details, Edit or Delete the note.

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