Overview
Internal notes allow you to add comments to an order for tracking, documentation, or audit purposes without notifying the appraiser. These notes are visible only to users within your Mercury Network® account and are stored securely with the order.
If you need to add a note to an order for your own audit purposes, there's a feature for that. Keep in mind, these notes are only visible to you and your other Mercury Network® users. The appraiser will not see this type of note, nor will any notification be sent.
How to Add an Internal Note
Click on the status of the order to which you'd like to add a note.
Find the order in the list of orders on the right and double-click it.
On the toolbar, click Add note.
After confirming the prompt that appears, you'll see a window that will allow you to type the note.
Since this note is entirely for your internal purposes and is visible only to you and your other Mercury Network® users, you can type any message that you like.
When you're satisfied with the note you typed, click Add. The note's contents will appear in the order's audit trail along with a time-stamp and the name of the user who added the note.
Outcome
After completing these steps, you will be able to add internal notes to an order that appear in the audit trail with a timestamp and user name. This helps maintain clear internal documentation without sending messages or notifications to the vendor.