Applies to: All users
Module: Loads and Trips
Last reviewed: 2026-06 · Owner: Support team
The Notes feature lets any logged-in user attach text notes to a load directly from the Load Details page or the Load Board. Notes are for internal team use and are not visible to drivers or external customers.
Overview
The Notes feature gives your team a simple way to record reminders, special instructions, and updates directly on a load. Notes stay with the load and are visible to any user in your organization who can view that load. Also known as: load notes, add a note, comments on a load.
Notes on a load can be one of five types: System, General, Assignment, Safety, or Integration. System notes are created automatically by Alvys when certain events occur. The other types can be added manually by any logged-in user.
You can add notes from two locations: the Load Details page (when you have the load open) or the Load Board (without opening the load).
Before You Start
You must be logged in to Alvys. No additional permission beyond standard login is required to add or edit notes.
Notes are limited to 4,000 characters each.
Notes are for internal use only: they are not shared with drivers via the mobile app or with external customers via public tracking links or documents.
Add a Note from the Load Details Page
Use this method when you already have the load open.
Open the load you want to add a note to. This takes you to the Load Details page.
Locate the management ribbon. This ribbon runs along the bottom of the Stops section (toward the bottom right of the page on a desktop).
Click the Notes button in the management ribbon.
The notes panel opens on the right side of the screen. Any existing notes for this load are displayed here.
A user clicking the Notes button in the management ribbon on the Load Details page, the notes panel opening, typing a note, and clicking Add Note to save it
Type your note in the text field.
Click Add Note to save. The note is attached to the load immediately.
Add a Note from the Load Board
Use this method when you are working from the Load Board and do not want to open the full load details.
Navigate to the Load Board.
Find the load you want to add a note to.
Right-click anywhere on the load's row. A context menu appears.
Select View Notes from the menu. The notes panel opens.
A user right-clicking a load row on the Load Board, selecting View Notes from the context menu, typing a note in the panel, and clicking Add Note
Type your note in the text field.
Click Add Note to save.
Result
The note is saved to the load and visible to all users in your organization who can view that load. Notes appear in the notes panel in the order they were added.
Troubleshooting
Note is not saving
Check that your note is within the 4,000-character limit. Notes that exceed the limit cannot be saved.
Confirm you clicked Add Note and not just closed the panel. The note is only saved when you explicitly click Add Note.
If the issue persists after verifying both of the above, contact Alvys support.
Notes panel is not opening from the Load Board right-click menu
Confirm you are right-clicking directly on the load row (not on a button or a linked cell within the row). The context menu only appears on a plain row area.
If the context menu appears but does not include View Notes, your organization may have a customized context menu configuration. Contact Alvys support.
FAQs
Q: Can I edit a note after I have saved it?
A: Yes. Saved notes can be edited. Open the notes panel on the load, locate the note you want to change, and use the edit option that appears on the note. You can also delete a note and add a new one if preferred.
Q: Are notes visible to drivers or external customers?
A: No. Notes are designed for internal team communication. They are not shared with drivers via the mobile app or with external customers via public tracking links or documents.
Q: What note types are available?
A: There are five note types: System, General, Assignment, Safety, and Integration. System notes are created automatically by Alvys. The remaining types can be selected manually when adding a note.
Q: Is there a character limit for notes?
A: Yes. Each note is limited to 4,000 characters.
Q: Can I add multiple notes to the same load?
A: Yes. You can add as many notes as needed to a single load. All notes for a load are displayed in the notes panel in the order they were added.