When you open a record in the NexerIQ Web App — a customer, product, invoice, or anything else — you get the same handy set of tools for keeping track of it. This guide covers starring records, adding notes and files, understanding statuses, and getting back something you deleted.
On a record's page, select the star icon to add it to your favourites; select it again to remove it. Your starred records appear together on your Home dashboard, so the things you return to often are always one click away. Stars are personal to you.
Many records have a Notes panel where you can jot down anything worth remembering — a delivery instruction, a phone call, a special arrangement. Select the plus button to add a note with a caption and details. Each note shows when it was last changed and by whom. You can mark a note's Visibility, so some notes stay internal while others can be shared more widely.
Where a record supports it, the Attachments area lets you upload documents and images — contracts, photos, signed paperwork. Select upload to add files, and use each file's actions to view, download, edit its details, or delete it. You can set a Category and Visibility on each attachment to keep things organised.
Records move through a lifecycle shown by a coloured status badge. A document often starts as a Draft you can freely edit, then becomes Active (or issued, confirmed, or posted, depending on the type) once it's final. The status tells you what you can do next — for example, you usually can't change a record once it has been finalised. The exact stages differ by record type, but the colour-coded badge always tells you where it stands at a glance.
Deleted a record by mistake? Most deletions in NexerIQ are recoverable. Open the Recovery Center (under Settings → Recovery), search or filter by type and date to find the item, and restore it. You'll need the right permission to use it, so ask whoever manages your NexerIQ account if you don't see it.
Tip — notes and attachments live with the record, so anyone with access to it sees them too. Use a note's visibility setting when something should stay internal.