{"id":2863,"date":"2018-10-12T10:00:38","date_gmt":"2018-10-12T10:00:38","guid":{"rendered":"https:\/\/swiftcloud.ai\/support\/?p=2863"},"modified":"2020-08-04T17:46:26","modified_gmt":"2020-08-04T17:46:26","slug":"history","status":"publish","type":"post","link":"https:\/\/swiftcloud.ai\/supportwebadmin\/history","title":{"rendered":"History, Notes &#038; Event Logging"},"content":{"rendered":"<p>Storing &amp; seeing notes about a contact or project is easy using the new history system.<\/p>\n<p>In general we&#8217;ll try to log all events to the corresponding history box for the asset (i.e. workroom, invoice, etc.).<\/p>\n<p>All times are recorded in GMT then translated to each respective user&#8217;s local time. If you are in Hawaii and share a workroom with a client in New York city, a message you send at noon from Hawaii will show as noon to you, but 3 am to the New Yorker.<\/p>\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"History &amp; Notes Overview\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/ZIXBLdIg2Es?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/div>\n<h3>Note we have 3 types of notes, which are:<\/h3>\n<ol>\n<li><strong>Private notes<\/strong>. Only your login can see this.<\/li>\n<li><strong>Company notes<\/strong>. Anyone attached to your company can see this, but nobody else.<\/li>\n<li><strong>Public notes<\/strong>. Anyone with access to that workroom can see that note, but notifications will follow each user&#8217;s respective rules, so they may not get an email. This is useful for management who may not want a play-by-play of every detail for example, but occasionally needs to dive into a given workroom.<\/li>\n<\/ol>\n<p>Notes and history can be added on most assets. Over time, we&#8217;ll expand upon this system so if you need it to do something it&#8217;s not doing, drop us a line and we may be able to help.<\/p>\n<p>To add a note, just click the sticky-note with a plus in it&#8230;<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-2867\" src=\"http:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2018\/10\/add-note.png\" alt=\"Add note\" width=\"487\" height=\"374\" srcset=\"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2018\/10\/add-note.png 487w, https:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2018\/10\/add-note-300x230.png 300w\" sizes=\"(max-width: 487px) 100vw, 487px\" \/><\/p>\n<p>To toggle the history box on or off, click the grey icon at the bottom on most pages as you see here.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-2871\" src=\"http:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2018\/10\/history-notes.png\" alt=\"History Toggle\" width=\"449\" height=\"211\" srcset=\"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2018\/10\/history-notes.png 449w, https:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2018\/10\/history-notes-300x141.png 300w\" sizes=\"(max-width: 449px) 100vw, 449px\" \/><\/p>\n<p>As usual, if you have any questions let us know and we&#8217;ll update this entry.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Storing &amp; seeing notes about a contact or project is easy using the new history system. In general we&#8217;ll try to log all events to the corresponding history box for the asset (i.e. workroom, invoice, etc.). All times are recorded &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/history\"> <span class=\"screen-reader-text\">History, Notes &#038; Event Logging<\/span> Read More &raquo;<\/a><\/p>\n<div class=\"blog_postmeta\"><div class=\"blog-tags\"><ul><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/history\">history<\/a><\/li><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/notes\">notes<\/a><\/li><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/workrooms\">workrooms<\/a><\/li><\/ul><\/div><div class=\"blog-categories text-right\"><a rel=\"canonical\" data-toggle=\"tooltip\" data-placement=\"bottom\" title=\"General Support\n\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/category\/support\">SwiftCloud Support<\/a><\/div><\/div>","protected":false},"author":1,"featured_media":2864,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"footnotes":""},"categories":[1],"tags":[396,370,164],"_links":{"self":[{"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/posts\/2863"}],"collection":[{"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/comments?post=2863"}],"version-history":[{"count":9,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/posts\/2863\/revisions"}],"predecessor-version":[{"id":3052,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/posts\/2863\/revisions\/3052"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/media\/2864"}],"wp:attachment":[{"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/media?parent=2863"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/categories?post=2863"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/tags?post=2863"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}