Category - PD Notes

Create a PD Notes client, service or domain note in Blesta; choose its attachment, write the body and check the saved result.

Assign, complete and snooze PD Notes reminders in Blesta; understand cron timing, fallback recipients and daily digests.

Find PD Notes in Blesta using search, scope and colour; apply tags and pins to organise account handovers.

Create reusable PD Notes templates in Blesta and turn a saved body into a reviewed client or service note.

Control PD Notes client visibility in Blesta; review master and individual choices and check the correct portal location.

Email a PD Notes message to the correct Blesta client, check portal visibility and avoid accidental duplicate sends.

Share a PD Notes handover with a Blesta colleague while keeping client visibility and reminder responsibility separate.

Learn how PD Notes works in Blesta, what to prepare and how to check your first setup.