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.