Notes

Add internal notes to a transport rule for context and traceability.

Overview

Use the Notes tab to document why a transport rule was changed.

Keep notes short and searchable.

circle-info

Notes are internal. They are not shown to customers or external agents.

  • This is a free-text field for your team.

  • Write clear, actionable information.

  • Start with date + initials.

  • Avoid customer-specific information.

  • Use Save after editing. The field may not auto-save.

FAQ

chevron-rightAre Notes visible to customers?hashtag

No. Notes are internal and only visible to users with access to transport rules.

chevron-rightWho can read Notes?hashtag

Anyone who can access the transport rule can read its Notes.

chevron-rightShould I use Notes as an audit log?hashtag

Use Notes for quick context. Do not rely on them as a full audit trail.

Last updated

Was this helpful?