Internal login note

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Internal Login Note

You can attach a so called internal login note to a client login. By default your clients have no access to this information, but when you do perform a search in the admin interface then they will show up.

Uses

You can use internal login notes for different purposes:

You can keep brief information about a reel that you created. Who requested it internally, or what the pitch details were.

You can add contact info for a client if you like.

Notes about the job or the client can be added as well.

Use in email distribution

If the internal note is only an email address then this email will be used in the Email distribution function.

Use in auto expiration

When the system performs an Referrer_match_and_auto_expiration action then it will note the source page in the internal note.

Use as forward

When you enable the

 use note as forward

option above the internal note then the content of the internal note will be used as a URL that the client will be forwarded to when she clicks on the page.

See client page forward for more details.

Display

Internal notes can be displayed in the login listing. They replace the column that the password usually takes up. In order to have them displayed you set the personal configuration value for

Length of internal login note snippets in listing

to the length that the snippet of the internal note should be truncated at. Setting this value to 0 will display the password. A length of zero is the default for this configuration. To see and edit the entire note simply go to the edit login screen.

Facebook

If you like to control the description part of a Socialmedia#facebook posting you can do so by starting your internal note with

fb:

Everything you write after this will show up as the description of the login / reel in facebook. Please see Socialmedia for details.

Client view

IDXHTML_INTNOTE is the keyword that will be replaced with the internal note.

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