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home/Knowledge Base/CONTRACTOR MODULE/Internal Client Notes
Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee

Internal Client Notes

September 8, 2020

Internal client notes are only viewable by Admin Users with the correct permission and NOT the contractors.

STEP BY STEP:

Complete a search for the contractor you want to add Internal Client notes against.

  • CLICK on VIEW icon next to the contractor name.
  • Go to the Internal Notes Section.
  • Click on ADD NEW.
  • Enter the Note Title, Select a Category and enter the content.
  • Click on Save.

 

NOTE: Only Users with Admin or Editor Permissions can add notes and the contractor CAN NOT see these notes.

 

CATEGORIES:

There are standard Internal Note Categories in the system, if you want additional categories specific to your business please raise a ticket via the support link within the system and list out the new categories you want added.  These new categories are only visible to you, not all clients.

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  Internal Client Documents

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Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee