Notes

Capture internal context that travels with a request, corporate, quote, or traveler — never shown to the customer.

Who uses this: TMC agent Where to find it: Top nav → Notes · https://app.getvairo.com/notes Status: Shipped

What you can do here

• Write rich-text notes (formatting, lists, links) and pin the important ones
• Link a note to a travel request, quote, corporate, or traveler — or leave it free
• Filter by author, entity type, or note type (meeting, call, email, file, milestone)
• Search across every note your agency has written
• Edit or delete your own notes from a quick action menu

Note: The Notes page is available to TMC agents on the standard product only. QuoteBuilder organisations are redirected automatically and do not have access to this page.

[SCREENSHOT: Notes page with sidebar filters, search bar, and a list of note cards]

Layout

The page has two regions:

• Left sidebar — three filter groups: Notes (All / My Notes / Pinned), Entity Type (Requests / Quotes / Corporates / Travelers / Free Notes), Note Type (Notes / Meetings / Calls / Emails / Files / Milestones).
• Main column — search bar + sort selector at the top, then a stacked list of note cards. Each card shows the type badge, title, two-line preview, author, linked entity (if any), and a pin marker.

Pinned notes get a yellow left-edge bar so they stand out in the list.

Walkthrough — create a note

1. Click New Note (top-right of the page).
2. The note editor opens:
   • Title — optional. Useful for meeting notes ("Q2 review — ACME Corp").
   • Type — chip selector: Note · Meeting · Call · Email · File · Milestone. Pick the one that matches.
   • Linked to — None / Travel Request / Quote / Corporate / Traveler. When you pick anything other than None, a second selector appears so you can pick the specific record.
   • Content — rich-text editor. Headings, bold/italic, lists, links, and inline images all work.
   • Pin this note — checkbox. Pinned notes float to the top of the linked entity's note list.
3. Click Save Note. The card appears at the top of the list immediately.