Insert a note in the business partner

To insert a note in a business partner, click the + Note button at the bottom of the General tab within the business partner.

Manage the Text of the note using the tools at the top and click on Continue.

The notes appear in a list in the General tab and show the creation date, the text, and the author.

To edit and delete a note, or attach a file, click the corresponding word in gray. A modified note shows the author and the date of the change.

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Sengerio SUPPORT | 2020