How to manually add notes to a contracting company's profile
Notes will automatically be stamped on a company’s profile based on the activity taken, however, you also have the ability to manually add notes. To manually add a note to a company’s profile, please follow the below instructions.
Please note: you are not able to edit or delete a note once it has been added to the profile.
Adding notes to a contracting company profile
- Select "Contractor" from the below options:
- Search for the contracting company you wish to update the location for using the “Search” field and click into their profile:
- Select the “Notes” option within the profile, this will display the existing notes > click “+ Add new note” to manually add a new note:
- You will then be prompted to enter the a “Topic” for the note and “Description” (you may also wish to attach a file) > once entered, select “Save” to add the note to the profile:
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