Adding Notes

Centro Platform provides additional communication in forms of Notes. Throughout the Centro Platform, you enter additional information shares with your organization. The notes appear for the billing, campaign, media plan, and vendor sections. The Notes section appear on the Dashboard and Campaign Overview along with the Agency Settings (Client Billing), Campaign/Media Plan, and Vendor pages.

Notes Section

Description

Agency Contact

Vendor

Base

Edit/Visible

Permissions Type

Needed for Full Actions

Edit/Visible
Dashboard (Edit link) Additional comments relevant to the campaign (i.e. First flight started.)

Edit/Visible

Base

Edit/Visible to your organization users

Agency Settings (Notes field)

Client page - Billing Address section

Information relevant to the client's billing (i.e. Address varies or special contact information.)

No/No

Agency Management

N/A

Campaign Overview

Campaign Details panel (Edit link/Notes field)

Additional information relevant to the campaign from the client (i.e. Geo-targeting)

Edit/Visible

Base N/A

Media Plan - Edit link

Add or modify comments associated to the media plan (i.e. RFP sent.)

Edit/Visible

Base N/A

Media Plan - Edit icon

No/Visible Planning

Directory Vendor page

Details tab (Edit details button)

Add or modify information about the vendor, property, or contact details for your organization

No/Visible

 

 

Vendor Management N/A

Properties tab->Property page (Edit details button)

Contact tab ->Contact page (Editbutton)

 

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