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Notes and attachments on an order

Last updated: October 16, 2026

What it does

The timeline is below the cards on an order page. You write notes into it. Lucrii adds entries as the order moves, for a document sent, a status changed, a payment recorded or a cancellation confirmed.

Notes use the rich-text editor found elsewhere in Lucrii, with mentions of your colleagues and files attached. The switch under the box decides who a note is for. On an order it starts private. A private note stays among staff. Switched to public, the note goes out to the party the order is with.

Before you start

Once the email for a public note has gone out, you can no longer edit or delete it.

An order can have nobody to write to, with no address on the party and none on its primary contact. It then stays unsent and editable. Post it again once there is somewhere to send it.

Your plan limits how many customer emails your organisation sends a day. Plan, usage and payment says what counts and gives each plan’s limit. A public note counts once for each address it goes to. Past the limit, Lucrii doesn’t post the note and says when you can try again. You must verify your email address before Lucrii sends customer emails for you.

A note can be up to 50,000 characters. Notes on a contact says how the count shows.

Attachments follow the note’s audience. Changing a note from private to public, or back, takes its files with it.

How to use it

  1. Write into the box at the top of the timeline.
  2. Use the paperclip to attach a file. Type an at sign to mention someone.
  3. Switch on the control under the box when the note is for the customer or the vendor. It starts off, which keeps the note among staff.
  4. Select Post to add it to the timeline.

Lucrii emails a public note ten seconds after you post it, and a countdown on the note shows the time left. The customer receives it on a sales order and the vendor on a purchase order. That party’s primary contact gets it too, where the contact has an address.

Older notes load as you scroll to the end. You can edit or delete a note you wrote from the controls on it.

Troubleshooting

If Lucrii cannot load notes, the timeline says “Notes could not be loaded.” and offers Retry, as contact notes also do.

Changes