Follow

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. Select a category to file the note under.
  2. 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

Edit a note

Double-click on the pencil icon to edit text.

  1. Change category if needs be.
  2. Edit text
  3. Click "Submit" 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

Comments

Powered by Zendesk