Projects - Branch Project Notes and Client Project Notes

Rave's Project Notes tab is where we group and display all Branch Project Notes and Client Project Notes for your entire business.  It is also a great way to view, add, export or print all notes with filters for certain keywords, client names, enquiry references or dates.

Note: Project Notes are internal only unless you enable Contractors to view these in Contractor Branch settings. Client Project notes are always visible to the client and they get notified of any new notes added to their projects via email.

Branch Project Notes 

Click on the Projects tab then select Notes,  here you can choose either the Project Notes tab or the Projet Client Notes tab. Click the '+ Note' button. This will open an 'Add Note menu asking you to select which Project you want to add the note for. 

Select the relevant information, type in your note, select your tag/s if required and add any attachments. 

Once you are finished Select Save and your note will appear in the list. 

The process is the same for both Project and Client Project Notes. 

Searching and Filtering Notes

You can search and filter notes by:

• Note content

• Project Name/ID

• Project Manager

• Date created 

• Tag/s
  
  

• When adding a new note the Project drop-down menu will show all of the projects in your branch that are available for you to add a new note to.

Adding Project Notes Within a Project

You can also add notes directly from an individual project.

1. Click on Projects.
2. Use the Project Search to locate the relevant project.
3. Click on the blue Project link.
4. This will open the Project Profile.
5. Add your Project Note within the project.

Any note added from the Project Profile will also appear on the Branch Project Notes page, ensuring all project notes remain visible and accessible at branch level.

Adding Project Client Notes Within a Project

You can also add Project Client Notes directly from within an individual project.

1. Click on Projects.
2. Use the Project Search to locate the relevant project.
3. Click on the blue Project link.
4. This will open the Project Profile.
5. Add your Project Client Note within the project.

Any note added from the Project Profile will also appear on the Branch Project Client Notes page, ensuring all client-related project notes remain visible and accessible at branch level.

Previewing Attachments

If you have loaded an image file you can click on the file name to preview the file in rave. Once you have previewed you can click the 3 dots to download or with permission delete the attachment.

If the attachment is a PDF, Excel, Word or other file type that does not support preview you will be able to choose to download only.