Vendors/Suppliers - Contact Notes


Adding 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.