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.