Transaction Notes

We have created a new feature that allows you to see any notes about the worksheet displayed directly on the Overview page.

Begin by enabling the Transaction Notes within your system settings. This can be found by navigating to settings > system options within the modules section.   

Once enabled, you will now see a notes section on the overview page of the Receiving, Shipping, and Brokerage modules. 

The note will populate with the user who created it, as well as a time and date stamp. Click into the notes to edit, or select the X next to the note to delete. 

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.