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.
- Select the category you would like to place the note in.
- Type your new note.
- Click "Submit" to save.
Notes will appear in chronological order with the newest note at the top.
Edit a note
Double-click on the pencil icon.
1. Change category and/or edit text.
2. Click "Submit" to save.
The edited note is now saved.