Page notes
Pin notes for your team to any web page, reply and resolve them, and share a page's open notes with someone outside Smileline by a view-only link.
Page notes let your team pin a note to any web page — your own website, a competitor's, a directory listing — on a passage of its text, one part of the page, or the page as a whole. Teammates who open the same page see its notes, reply in the same thread, and mark the thread done once it is dealt with.
You add and read notes in the Notes tab of the browser extension's side panel, which also highlights them on the page. On your Smileline website's pages, the website editor shows them too.
Who can do what
| Action | Every practice role | Owner, manager and agency |
|---|---|---|
| See a page's notes | Yes | Yes |
| Add notes and replies | Yes | Yes |
| Edit and delete your own notes | Yes | Yes |
| Resolve and reopen a thread | Yes | Yes |
| Edit or delete anyone's note | No | Yes |
| Share a page's notes by link, and stop sharing | No | Yes |
Clinical roles take part like everyone else; page notes never open the CRM workspace for them.
Of the apps you connect to Smileline, only Smileline's own browser extension reaches page notes. An integration such as Zapier can't read or write them, whatever else it is allowed to do.
Which page a note belongs to
A page is its address without anything after a ? or a #. That part
often holds tracking codes, email addresses or sign-in tokens, so Smileline
drops it before storing anything. It also means that
https://example.com/implants?utm_source=google and
https://example.com/implants#prices share the notes of
https://example.com/implants.
The rest of the address is kept exactly as it is:
/Aboutand/aboutare different pages, as are thehttp://,https://andwww.versions of an address.- Only
httpandhttpspages take notes, and an address that contains a user name or password is refused. - An address can be up to 2,048 characters long once the part after
?or#is dropped.
A note is up to 5,000 characters.
Notes in the website editor
When you edit a page of one of your Smileline websites, click Notes on the left of the editor to see the notes your team left on that page. They are the notes left on each of the page's live addresses: your free address and any domain of your own that is connected. A page with no live address yet has no notes.
- Open shows the threads still to deal with, Done the resolved ones.
- Each thread shows the text it was left on (or On one part of the page or On the whole page), the note, the first name of who wrote it and when, and its replies.
- Reply, Resolve and Reopen work as they do anywhere else, for anyone who may add notes.
- The notes are read again each time you open the tab.
- In the browser extension, Open in website editor on a page of your Smileline website opens the editor straight on this tab.
Ask the assistant to apply notes
If you can use the AI assistant and edit the website, the assistant can draft the changes your team's notes ask for:
Under Open, untick any note you want to leave out. Every open note is ticked to start with.
Click Ask the assistant to apply these notes. The AI tab opens with a message ready in the message box: your team's notes, quoted with the text each was left on, then a request to propose edits to this page's draft. Read it, change it if you like, and send it.
The assistant shows its changes on the page, as for any request. Click Keep to put them into your draft, or Discard to drop them. Nothing goes live until you publish.
A message to the assistant can be up to 4,000 characters. When the notes don't fit in one, the first message holds what fits and the rest wait above the message box, for example 3 more notes to send. Once you've sent a message, click Send the next notes to put the next one in the box. A note too long for one message carries on in the next, so no note is cut short or left out. A message waits while the box has something else in it: send or clear that first.
Each message counts as one assistant message. Asking the assistant doesn't resolve the notes: click Resolve once a change is made.
Share a page's notes
An owner, a manager or your agency can share a page's notes with someone who has no Smileline account — your web developer, for example — by a view-only link. In the extension's Notes tab, click Copy share link to copy a new link, or Stop sharing to end it:
- The link shows the page's open threads, including notes added after it was shared. Resolved threads don't appear.
- Notes show their author by first name and initial only.
- The link works for 30 days. Sharing the same page again makes a new link, and the old one stops working at once.
- Stopping sharing ends the link immediately.
- The link's key is the part after its
#. Browsers never send that part to a server, so it isn't kept in any log, and the page removes it from the address bar once it opens: to come back later, open the link again from the message it came in. - The link also stops working while your subscription is inactive or a practice transfer is in progress.
Anyone who has the link can read the page's open notes. Send it only to the person who needs it, and stop sharing when they are done.
Delete a note
- Deleting a note removes it. If the note started a thread that has replies, its text is removed and the replies stay under This note was deleted. until the last of them is deleted too.
- An owner, a manager or your agency can edit or delete anyone's note — for example one that mentions a patient, or one left by someone who has left the practice.
Page notes are comments between staff, not part of any patient's record. Keep patient details out of them: erasing a patient doesn't search page notes, so a note that names one has to be edited or deleted by hand.
Page notes and their links stay with this practice: a Core Practice Transfer doesn't carry them to another one.
Browser extension
The Smileline Chrome extension puts a free on-page SEO report, structured data checks, Google and Bing result tools, a live tag checker and YouTube transcripts one click away — and, signed in, patient and lead search, texts and leads from any page, notes for your team, your website's heatmaps, social posts from videos and your practice dialer.
Passwords
Keep the practice's logins for suppliers, labs, portals and other sites in one place, in groups, and decide who in your team can use each group.