Text Notes can be added to the Project View at any stage. Text notes added to a Project View are only visible in the Project History and not on each individual Order within the Project.
1. At the Project View screen, click the Notes tab.
2. Type the Note Details then click Create.
3. Click Submit.
The display returns to the Attach tab where you can create a new note.
To view the newly added note, click the History tab.
1. Locate the Project View to which you need to add the text note.
3. Select the desired Note Text visibility (if you are a Customer)
Project View Note Text can be made visible internally or both internally and with the Supplier.
4. Add the full Note Text
5. Click Create.
6. Completed Note Texts are added to the history of the Project View and visible to the specified parties.
All notes added by the Supplier are always visible to the customer.