Working with Florist Notes

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(New page: '''This information applies to FTD Mercury X2 Fall and later versions.''' <hr> ==Adding Florist Notes== '''To add notes for a florist:''' #Locate the florist using a '''Florist Search'''...)
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'''This information applies to FTD Mercury X2 Fall and later versions.'''
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[[Image:ImportantInfoIcon.png]]
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This information applies to FTD Mercury X2 Fall and later versions, Mercury Connect, and Mercury Direct 5.0 and later versions. If you are an FTD Mercury or Mercury Direct customer and not on one of the versions where FTD Florist Link is included, contact the Mercury Technology Assistance Center (MTAC) at 1-800-309-2244 for information on how to upgrade to the current version.
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Florist notes help you maintain valuable information for shops that fill your orders. These notes are only seen by your shop and are not published to other users.
==Adding Florist Notes==
==Adding Florist Notes==
'''To add notes for a florist:'''
'''To add notes for a florist:'''
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#Locate the florist using a '''Florist Search'''.
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#Perform a florist search to locate the florist.
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#Click the Add Notes link for the florist. The '''[[Florist Notes Window|Florist Notes window]]''' opens.
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#Click the Add Notes icon for the florist. The [[Florist Notes Window]] opens.
#Add your notes.
#Add your notes.
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#Click '''Save'''.
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#Click Save.
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The [[Florist Search Main Window|Florist Search window]] will update and display an note icon for the florist.
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The [[Florist Search Main Window]] will update and display an note icon for the florist.
==Editing Existing Florist Notes==
==Editing Existing Florist Notes==
'''To edit existing florist notes:'''
'''To edit existing florist notes:'''
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#Locate the florist using a '''Florist Search'''.
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#Perform a florist search to locate the florist.
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#Click the notes icon for the florist. The '''[[Florist Notes Window|Florist Notes window]]''' opens.
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#Click the notes icon for the florist. The [[Florist Notes Window]] opens.
#Update the notes as necessary.
#Update the notes as necessary.
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#Click '''Save'''.
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#Click Save.
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The next time you open the [[Florist Notes Window|Florist Notes window]] or [[Florist Details Window|Florist Details window]] for this florist, the notes will be updated.
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The next time you open the [[Florist Search Main Window]] or [[Florist Link Florist Detail Window|Florist Detail Window]] for this florist, the notes will be updated.
==Removing Existing Florist Notes==
==Removing Existing Florist Notes==
'''To remove all existing notes for a florist:'''
'''To remove all existing notes for a florist:'''
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#Locate the florist using a '''Florist Search'''.
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#Perform a florist search to locate the florist.
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#Click the notes icon for the florist. The '''[[Florist Notes Window|Florist Notes window]]''' opens.
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#Click the notes icon for the florist. The [[Florist Notes Window]] opens.
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#Highlight all florist notes and press the '''Delete''' key.
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#Highlight all florist notes and press the Delete key.
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#Click '''Save'''.
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#Click Save.
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The [[Florist Search Main Window|Florist Search window]] window will update and display an Add Note link for the florist.
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The [[Florist Search Main Window]] will update and display an Add Note link for the florist.
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[[FTD Florist Link|Back to FTD Florist Link]]

Current revision

Image:ImportantInfoIcon.png

This information applies to FTD Mercury X2 Fall and later versions, Mercury Connect, and Mercury Direct 5.0 and later versions. If you are an FTD Mercury or Mercury Direct customer and not on one of the versions where FTD Florist Link is included, contact the Mercury Technology Assistance Center (MTAC) at 1-800-309-2244 for information on how to upgrade to the current version.

Florist notes help you maintain valuable information for shops that fill your orders. These notes are only seen by your shop and are not published to other users.

Adding Florist Notes

To add notes for a florist:

  1. Perform a florist search to locate the florist.
  2. Click the Add Notes icon for the florist. The Florist Notes Window opens.
  3. Add your notes.
  4. Click Save.

The Florist Search Main Window will update and display an note icon for the florist.

Editing Existing Florist Notes

To edit existing florist notes:

  1. Perform a florist search to locate the florist.
  2. Click the notes icon for the florist. The Florist Notes Window opens.
  3. Update the notes as necessary.
  4. Click Save.

The next time you open the Florist Search Main Window or Florist Detail Window for this florist, the notes will be updated.

Removing Existing Florist Notes

To remove all existing notes for a florist:

  1. Perform a florist search to locate the florist.
  2. Click the notes icon for the florist. The Florist Notes Window opens.
  3. Highlight all florist notes and press the Delete key.
  4. Click Save.

The Florist Search Main Window will update and display an Add Note link for the florist.


Back to FTD Florist Link

Retrieved from "http://floristwiki.ftdi.com/index.php/Working_with_Florist_Notes"
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