Add a Note

When you want to record information against a record. You can also use it for communication with others.

Step-by-step guide

  1. Go to the job or task
  2. Click on the 'Add note' button at the bottom of the page
  3. In the popup window select if the note is for your company or for All
  4. Enter the subject of the note
  5. Enter the note details
  6. Click 'Save'