Profile Notes

Created by Kenneth Abad, Modified on Fri, 22 Dec 2023 at 03:58 PM by Kenneth Abad

Notes in the profile work and exist a bit differently from the work orders and projects notes. Vendor notes in the profile exist on the main page of the profile, Client notes are their own tab. The notes do not have a type, and are sorted in the order they are input to the profile.


The notes can be searched if you need to look for specific information. Adding a note brings up the Add Note modal, which allows you to format your note to meet your needs.


The notes can be edited or deleted through the context menu on the right of the note. The Edit Note modal is shown in the image above. It allows you to do anything that the Add Note modal allows. It will override the original note with any changes that are made.


In the note list, you can expand the note to display the text inside when it does not fit into the preview. If the note is larger than the expanded view, it will allow you to scroll through and read everything included.





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