How to add a note to a contract

To add a note to a contract, go to the Clients module and click the Contracts tab in a client’s page.

Find the contract you wish to add a note to. Click the link to find out how to search for a contract.   

Click … at the end of the selected contract row and click add note.

An Add New Note modal window will pop up.

Type a note and click Save. To delete a note, click on the name of the contract to navigate to the contract details. The note can be deleted but cannot be changed.