Adding Notes

Modified on Thu, 22 Jul 2021 at 11:46 AM

Notes can be added to PM Masters, Vendors, Accounts, Purchase Orders.


  1. Click Notes 

  2. Click Add Note 

  3. Enter a Subject for the Note 

  4. Enter the Note in Content

  5. Click Add


HOW TO READ ANY NOTES ADDED:
  1. Click the green pencil 

  2. The Note will appear below the subject line

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