Adding internal notes to an order

Order notes capture context that doesn't fit in structured fields — phone-call summaries, payment arrangements, special asks. Each note is either internal (admin-only) or visible to sponsor, so you can communicate publicly or keep things private.

• Decide whether the note is for internal eyes only or should be shared with the sponsor.

• Keep notes short and factual — they may be reviewed in a dispute later.

1. Open the order under Sidebar > Orders.

2. Scroll to the Notes section in the right rail.

3. Click Add note.

4. Type the note. Use the visibility toggle: Internal (lock icon) or Visible to sponsor (eye icon).

5. Click Save. The note is timestamped and attributed to your account.

• Internal notes show on the admin order detail page only.

• Visible notes show in the sponsor's order detail page and in their email confirmation when newly added.

• Both note types appear in the order activity history with the author and timestamp.

• Use internal notes to log every conversation — phone, email, in-person.

• Use visible notes to confirm agreements ("Per our call, we'll comp the upgrade for next year").

• Tag teammates with @mentions to alert them when context changes.

Can I edit a note after saving?
Yes, within 24 hours by the original author. After that the note is locked and an edit creates a new note instead.

Can sponsors reply to visible notes?
Not directly in Chamberly today — sponsors can email the chamber or open a support thread depending on your setup.

• Reading order activity history

• Reassigning an order to a different rep