Add Notes to Contract

Add important information as a note.

Role Required: SDAdmin, Users with Edit permissions

1. On the contract details page, select Actions > Add Note.
   
2. Enter the required information.
   
3. Add attachments if any.
   
4. Select the technicians you want to notify about the note.
   
5. Click Save.
   

You can also add notes from the Conversations tab.

 

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