Sticky notes is a paperless system and is in fact a complete CRM system. Its called sticky notes because one can stick a note against any transaction or record in Sky.
Sticky notes is the CRM system of Sky Software and is designed to help track and control what's going on in your system and to give users reminders. Sticky notes can be created by the user manually or by the system automatically when it downloads notices and assessments. In this case a sticky note will be created with the details of the letters and notices of what has been downloaded. When logging in in the morning or by clicking on the red bell on the bottom right hand side of the screen the sticky notes outstanding will display. In the event that you want a create a reminder or sticky note click on the new green plus and type in what you want and it will pop up every day unattended until you indicate that you have attended to it.
It's a good idea to insert as much detail into the sticky note as to be clear about the instructions a and when it is attended to exactly what has been done which will provide a clear record of how the note was finalised. If not attended the note will appear until attended to. All the notes and the way they were cleared will remain on the system forever so that you can always refer back to it.
When a sticky note appears on one of your clients you may allocate to any user on the system. When that user logs in then the sticky note will display and be available to taken care of.
The screen below shows what the reminder screen looks like when a user logs in. There are some parameters (tick boxes) that will show different lists.
The sticky note system adds a powerful arsenal in helping the tracking and controlling of the process through provisional tax. The screen below gives an indication of what the sticky notes look like on the provisional tax system. There is a filter that will allow the user to list uncleared sticky notes.
On the screen above when the filter is set all uncleared notes will display in the list.
The same can be done on tax returns or on any secretarial screens or in fact anywhere in the software.
Sticky notes can be exported by clicking in the green up arrow .
Whenever a status is changed a sticky note will be added for audit purposes indicating who made the change.
on the bottom right hand side of the screen the sticky notes outstanding will display. In the event that you want a create a reminder or sticky note click on the new green plus 
and type in what you want and it will pop up every day unattended until you indicate that you have attended to it. 
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