Use notes to track any kind of interactions or information flow.

  • Navigate to customer list at omniCustomers \ Customers.
  • Navigate to users list at omniCustomers \ Users.
  • Navigate to any Omnibasis product. You will find notes associated with Products, Resources, Bookings, Auctions, Vendors, Orders, etc.


Click options drop down next to a customer you want to update and select View to open customer details.



Notes List


  1. Select Notes section to see a list of notes or to create a new one. 
  2. Click Create to create a note.



Create Note

  1. If you want to a use a predefined message to use for a body of the note, select that Message.
  2. Select Send to customer to send this note to the customer.
  3. Select Send to contacts in a workflow to send this note to the contacts in your workflow.
  4. Select Send Email to send via email. If your choose email, you can track customer email interaction with options:
    1. Track when email is open - track when customer opens your email.
    2. Track every link click in the message - track every link click in the message sent via email.
    3. Use Blockchain network to verify and store when email was opened - to store a record on blockchain when email was open.
  5. Select Send SMS to send via SMS.
  6. Select Create notification to create customer notification.
  7. Enter note Subject if any.
  8. If you do not want to use Email template, select Use HTML as email content - email note will be sent as is.
  9. Select Layout for your email template.
  10. Fill in any detailed description of the note itself by entering detailed Note if any.
  11. If you are sending SMS message, enter message under SMS Message.
  12. Optionally you can create a Task with this note. Task can have Start and End Dates, and Reminder.
  13. Select Notification, if you want to set yourself reminder. It is useful if you use a customer note to track your own tasks and activities for that customer. You can always configure to receive emails with every notification as well.
  14. If you want Notify others with this note, enter Notify emails and Notify phone numbers.
  15. Use Labels to help you group notes.
  16. You can attach a file or select existing for this note. If you are sending this note to a customer, a file will be sent as well.
  17. Click Save. If note to be sent out, it will be scheduled right away.