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How do I add a note to a partnership?
How do I add a note to a partnership?

Add notes to a partnership for information or reminder purposes.

Gordon Thomson avatar
Written by Gordon Thomson
Updated over a week ago

On the partnership screen, click the View partnership button (looks like an eye).

Under the member’s names, click the Add note button.

From the dropdown list, choose the type of note, write your note, then click Save Note

Once completed, click the Notes tab. You will now see your note displayed in the notes table.

Different note types have different colours of labels and you can filter them by type, date, comment or creator.

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