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Notes

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

Add a new note
  1. Click "+Add a new note..." to create a new note.
  2. Select the category you would like to place the note in.
  1. Type your new note.
  2. Click "Submit" to save.

Notes will appear in chronological order with the newest note at the top.

Edit a note

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.

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