Sticky Notes

How to Utilize Sticky Notes

Doug Heckmann avatar
Written by Doug Heckmann
Updated over a week ago

Sticky notes are an amazing tool to leave comments on key details within your product details page. You can access this feature in Projects, Quotes and/or Orders. Here are the steps to do so:

  • Log into Surefront and select the 3-line icon in the top left hand page 

  • Select the department and/or category you would like to view. You will then select either a Project, Quote or Order to view.

  • Select an item you wish to edit and select an item to add a sticky note for.

  • A new browser will appear with the product catalog details.  You will have to click into the specified supplier to make an edit on a product detail.

  • Once selected you can click on any product's detail and leave a sticky note. You may notice a toggle once the pop-up box appears on the right-hand side. This provides the option to leave the sticky note for either your supplier or for your team member.

*Please note: Sticky Notes created in one specified supplier will not transfer to another supplier. If you need the same note to transfer over to the other suppliers, you will need to copy and paste your note into each individual supplier. 

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