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.
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.