Notes

In Martide, crew managers and manning agents can make notes on candidate and seafarer profiles. This is helpful for setting reminders for yourself as well as letting coworkers who you’ve added to your User Groups know what's happening with a candidate/seafarer.

Here’s how to add Notes.

Understanding the Notes function

Log in to your Martide account and click Settings in the drop down menu under your profile picture and then Notes:

That will take you to this page. You can see we have two notes saved already:

Here you can:

• Add a new Note.
• Search for Notes.
• See Notes you've already created.
• Edit a Note by clicking the pen icon.
• Delete a Note by clicking the trash can icon.
• Sort your notes alphabetically or numerically by clicking the arrow next to Note.

How to add Notes

Click on the Add Note button at the top right. You will see this pop-up box:

Here you can:

• Enter the name of the type of note you want to add to the system. For example ‘Travel Info’, ‘Not Suitable’, ‘Reminder’ etc.
• Choose a color to use with this type of note from the color drop down box. This makes it easier to identify different note types:

Click Save and you will return to the main Notes page where you will now see your Note:

You can add as many Notes as you like.

How to write a new Note

Now you’ve set up your Note Types, you can write and add Notes to candidate and seafarer profiles.

To do this go to the Candidates page or the Seafarers page:

Find the candidate or seafarer who you want to write a Note about. Click on their name to go to their profile.

At the right of their profile page you will a section for Notes. Our candidate already has two notes that we've made about him:

Click on View All and you will go to this page:

Here you can:

• Add a new note by clicking the Add note button at the top.
• Filter your notes by Type or Date by clicking the boxes above the candidate’s name and profile picture.
• See any existing Notes below the candidate's personal info.
• Download the page as an Excel or Word file by clicking the arrow icon next to the Filters button.
• Send the candidate a message by clicking the Send message button - this will open your Martide inbox in a new browser.

How to write a Note

Click the Add note button on the top of the candidate/seafarer's profile page:

That will open this pop-up box:

Here you can:

• Select the type of Note from the drop down menu.
• Type your comments into the text box.
• Upload or drag and drop an attachment from your computer if needed. You can add more than one attachment.

For example:

When you're finished click Save and your note will appear on the candidate or seafarer's profile page under the Notes tab:

It will also appear on their main profile page:

How to edit or delete a Note

You can edit or delete saved notes by clicking the 3 dots to the right of the Note when you're on the Notes tab on a candidate/seafarer's profile:

You will see this. Edit will take you back to the Notes pop-up box where you can make your changes and Delete will delete the Note:

And that’s it! We hope you find the Notes function useful but if you have any questions or need any help, please contact us at support@martide.com