Notes

Notes

Keep track of important information with FLUF Connect's built-in notes system.

Navigate to: Dashboard → Notes

Creating Notes

  1. Click the + New Note button
  2. Enter a title and content
  3. Select a category and priority
  4. Add tags (optional)
  5. Pin the note (optional)
  6. Link to a product, order, or customer (optional)
  7. Click Save

Note Categories

CategoryIconUse For
GeneralNoteAny general notes
Product NotesPackageInfo about specific products
Order RelatedCartOrder-specific notes
Customer NotesUserCustomer information
Business StrategyChartPlanning and strategy
Sync IssuesSyncSync troubleshooting notes
RemindersClockThings to remember

Priorities

Organize notes by urgency:

PriorityDescription
LowNon-urgent, reference info
MediumStandard importance
HighImportant, address soon
UrgentCritical, immediate action

Features

Pinning Notes

  • Pin important notes to keep them at the top
  • Click the pin icon to toggle
  • Filter to show only pinned notes

Search & Filter

  • Search by title or content
  • Filter by category
  • Filter by priority
  • Show pinned only
  • Sorting

  • Newest first (default)
  • Oldest first
  • By priority (high to low)
  • By priority (low to high)
  • Grid View

  • Choose between 3x3 or 5x5 grid
  • See more notes at a glance
  • Linking Notes

    Link notes to specific items:

  • Product — Associate with a product by ID
  • Order — Link to a specific order
  • Customer — Attach to a customer record

  • Tips

    Use Categories:

  • Categorize notes for easier filtering
  • Business Strategy for long-term planning
  • Reminders for time-sensitive tasks
  • Link to Items:

  • Link product notes to actual products
  • Quickly reference related items
  • Pin Important Notes:

  • Keep critical info visible
  • Pinned notes appear first
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