Add or View Note

You can create notes to attach to resource orders in any category by viewing ( View icon ) the order. The notes can be viewed from the Resource Orders page or within the category pages.

Add a Note

Additional notes can be added to existing notes in either the Resource Orders page or within a category page. New notes for any order can only be created by first viewing the order.

  1. Click .
    The Notes page appears.
  2. Enter information in the Notes field.
  3. Click Add.
    A dated note entry appears.
  4. Add another note or click Close.

View a Note

  1. Click .
    The Notes page appears. Existing notes are listed by date.
  2. Click Close when finished.

Version: 17.0 ~ Published: Thursday, January 30, 2020 ~ 7:35:46 AM