Add/Edit a Note

  1. Click on the ‘People’ section, search for their name and open their page. 
  2. You can add or edit a note on either the ‘Billing Account’ or ‘People’ page.
  3.  To add a note click on ‘Add Note’ on the right hand side of the page
  4.  To edit, click on the pen 
  5.   To delete click on the trash can and click on ‘Confirm’
  6.  An attachment can also be added to a note. When creating or adding a note, simply add the attachment where indicated.