The Notes tab is a place to document longer information and conversations that would not fall under the "Quick notes" category.

Add a new note


Click "+Add a new note..." to create a new note.


  1. Type your new note
  2. Click "Submit" to save


Notes will appear in chronological order, with the most recent note at the top.

Edit a note


Double-click on note text


  1. Edit text
  2. Click "Ok" to save


The edited note is now saved.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk