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Add note
It is possible to add one or more notes to a contract page. Notes can be used for information that is not otherwise entered in the system’s standard fields.
How to create a note:
- Find the contract
- Open the contract page
- Click “Notes” in the left menu
- If this is the first note, click “Add Notes” otherwise click “Edit” in the top right of the section and then “Add”
- Enter a title for the note in “Title”
- Enter the note itself in “Description”
- Click on “Save”
