Did you Know? Prompt Notes

prompt notes

Working in a larger team means that a post-it note can easily get lost – so SQLWorks lets you leave prompted reminder messages for other members of your team, called Prompt Notes.

Your prompt note will pop up when another SQLWorks user opens a specific company entry from the company’s list, a specific company’s account, project or all of these, and can be used to set reminders for all members of your team when accessing that company record.

Prompt Notes can be set from your SQLWorks default preferences for any chosen company by clicking ‘Edit’ from the toolbar, and selecting the ‘Prompt Notes’ Checkbox.

Choosing ‘None’, ‘Projects’, ‘Accounts’ or ‘All’ from your SQLWorks Preferences sets when the message should appear. Selecting ‘None’ restricts your prompt note to the company’s Companies List entry only.

Prompt notes are a useful tool for leaving warning messages, designated contact points or other client-specific information, and ensuring everyone gets a prompt for an important reminder.

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