You’ll find the ability to attach notes to all sorts of objects throughout Crows Nest.

Including, but not limited to, Estimates, Projects, Phases (aka: Work Orders), Tasks, RFIs, RFQ, Drawings, Manifests, Businesses, Contacts, Employees, and more.

Depending on what module you’re working in, you may be able to organize your notes into various ‘Topics’. Think of ‘Topics’ as folders that help you to organize and group similar content in the same folders.

1 Adding and Editing your Topics and Notes
2 Add/Edit Note

Project Notes - with ‘Expand All’ option selected.

Adding and Editing your Topics and Notes

A right-mouse click in any Notes panel will bring up one of two styles of pop-up context menus. In some instances, you’ll have the ability to

Right-click to open pop-up

Right-click to open pop-up
	New Note	Adds a new note to the root level.
	New Topic	Adds a new topic to the root level.
	Add Sub-Note	Select a topic, then click ‘Add Sub-Note’ to place a new note inside the topic folder.
	Add Sub-Topic	Select a topic, then click ‘Add Sub-Topic’ to place a new topic inside a parent topic.
	Edit	Select a topic or a note, select to edit.
	Delete	Deletes the selected note or topic.
	Expand All	Expands all topics to display the contents including sub-topics and sub-notes.
	Collapse All	Collapses all sub-topics and notes.
	Add Default Topics	Settings->Options-> General: Enter any topics you want to be automatically added to every new project you create. Examples:
	Add Edit Delete	Some forms do not provide the ability to add Topics. However, the Add, Edit and Delete functions behave in the same manner as those listed above.

Add/Edit Note

Enter your notes.
Select employees that you wish to be notified with the note.
Click ‘OK’.

You can drag-and-drop your notes from one topic folder to another, or to the root level.