create new ticket
check ticket statusAdding Vendor/Supplier Contact Notes
Step Action
1. On the Vendors/Suppliers Contact edit page, select {Notes} on the right-hand side of screen
to auto-scroll to the Notes section.
2. Select {New} under Notes. A New Note modal window will open.
3. Complete the applicable fields.
| Field | Description |
| Note Label | Select a Note Label from the drop-down menu. Note: These options can be modified. (See Dockets-Note Labels) |
| Sticky | Select Yes or No from the drop-down menu. Note: Sticky option only available on vendor notes. |
| Note Body | Enter note details. |
4. Select {Save}.
Editing Vendor/Supplier Contact Notes
Step Action
1. On the Vendor/Supplier Contact edit page, select {Notes} on the right-hand side of
screen to auto-scroll to the Notes section.
2. Hover mouse over the name of note to be edited and select the pencil icon that appears on the
right-hand side.
A modal Edit Note window will open.
3. Make required changes.
4. Select {Save}.
Deleting Vendor/Supplier Contact Notes
Step Action
1. On the Vendor/Supplier Contact edit page, select {Notes} on the right-hand side of
screen to auto-scroll to the Notes section.
2. Select entries under Notes to be deleted by checking boxes on the left-hand side.
All entries can be deleted by checking box to left of {New} under Notes.
3. Select {Delete}. A window will pop-up to confirm selected items to be deleted.
4. Select {OK} to delete selected items.