Notes and who is on the job

Two things live on an order and never leave the studio.

Notes

A note is private. Your client does not see it, cannot reach it, and it appears nowhere on their tracking page.

That is where the things you used to write on a sticky note go:

• "Leave a 5 mm bleed, their last print came back trimmed."
• "Do not call before 2pm."
• "The 450 quote was before tax, say so again."

Do not mix it up with the conversation: what you write there goes to the client. The two sit on the same page and it is the only thing on that screen you can genuinely confuse, so check where you are typing the first time.

Who is on the job

You can assign an order to one or more members of the studio. It is organisational information: it says who is on it, and it grants and removes no rights.

It is only of interest with colleagues, obviously. On your own, leave the field alone.

Assigning has a permission of its own, separate from being allowed to edit an order: you can let somebody share the work out without letting them do everything else.

A word on what your colleagues see

Depending on their permissions, a member either sees every order in the studio or only the ones assigned to them. That second case is what makes assignment useful rather than decorative: it decides what shows up in their list.

See "Roles and permissions" for the detail.