Request for adding Notes Section

1

Hi Team,

May I request a Tab / section / page to allow for note taking and information storage, that doesn’t have any bearing on the finances. Just a note taking, research findings etc section we can store things we learn every day and search later.

Since a lot of our work is R&D it would be really handy to incorperate learnings in the same system, and as others from 2015 have asked for a note taking system.

May I suggest

A format where by you can add a project name (Lets call it Process R&D)

Then we can add subheading Like Machine settings, lubrication, etc etc and take notes within those subsections. It would simply be like the “Add line” function on the payment / reciept screen where we could type away stuff, and search for the information later if we had to pull it up. (Maybe under description field.

I am trying a bodgey work around for it at the moment but at the moment Manager is doing so many things for us it would be great to add this feature.

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Your idea makes a lot of sense. A dedicated Notes section for R&D or general reference would help teams store learnings without affecting financial data. Structuring it by project and subheadings, with a searchable “Add line” style input, seems practical and user-friendly. Let’s see what happens….

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3

I suggested this some while back, but it was never considered. I hope you have better luck

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Thank you @Rugerjim, many of us have requested for this but wasn’t seen as necessary.

What I did was to create a custom fields called NOTES with text-field and then place it on folder from where I can access it.

Open folder
Create new
Write notes and save

6

I’m using microsoft onenote at the moment which appears to work well for the task. But I still think it would be neat in manager. :slight_smile:

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I think the use case you are suggesting is not necessary for an accounting system. If Manager was/had a CRM component then notes would make sense.

Use case that will make sense maybe will to add notes on each amount that you spend on R&D for example. In your R&D Account - you spend 1 000 - researching. You can then make not on it with your findings. Even with this use it pushing it.

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8

In addition to what @Panashe_Mlambo just noted, you can already use a Custom Field to capture these notes:

  • On transactions, if this was transactional – but I doubt this would be helpful much like what @Panashe_Mlambo said
  • On Customer, Supplier or Employee accounts
  • On Projects or Assets – which I believe is more suitable for R&D activities.