• "How do I review all activity notes, including edits and deleted notes, for contacts and vessels?"

Resolution Steps

  1. Go to Reports from the main menu.
  2. Select Contact and Vessels.
  3. Click on Activity.
  4. Enter the date range you want to review.
  5. Apply filters as needed:
    • Show system-generated notes – include notes automatically created by the system.
    • Show deleted notes – include notes that were deleted.
  6. Click Run Report.
  7. The report will display:
    • The note date
    • The user who created the note
    • The contact/customer the note is tied to
    • Vessel details if linked to a reservation
    • The note content
    • If edited, the edit date/time and who made the edit

Verification: Any activity and notes will be populated on this report.