You can add Notes at any time concerning a client, employee, (AE) supplier, (AE) assignment details and contacts on the Main tab.
To add a note
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Find and open an (AE) assignment, client, contact, employee or (AE) supplier.
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Click the Main tab.
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Click inside the first blank line at the top of the Notes section on the Main tab. The date in the first row is highlighted.
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Enter a Title for the note that identifies the content for yourself and other users. The Title displays in the Notes list on the Main tab.
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Press [Enter]. The Note page opens.
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Type the contents of the note.
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Use the formatting toolbar to apply any formatting to the note content.
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Click OK. The note is saved and you are returned to the Main tab where the new note is listed.
