Within a job record you can add a note by clicking ‘Add Note’ on the left-hand side menu.


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This will bring up a box where you can type a note about the job. Once you have added your note, press ‘Add Note’.


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If there are any notes on a job, a ‘View Notes’ tab will appear on the left-hand side menu.


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This will bring up all notes ever written against that job.


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To delete a note, use the ‘trash can’ icon to the right of the note.



If you are an Admin you are able to recover any deleted notes from your ‘trash can’, click here to see how.