Note: These are your company's specific notes for this vendor. The information that you provide here is private and visible to your company's users only. None of this information will be made public, nor is it view-able or manageable by the vendor.
To add Internal Notes about a Vendor, follow these steps:
- Navigate to the vendor you'd like to add notes for. If you're unsure of how to do this, please view our Search like a PRO user guide.
- Once there, click on the PRO Notes tab. Remember that this (along with the PRO Details tab), are for internal use only. Only users within your company will be able to see this content.
- Type in the Note you'd like to add about this vendor. Note the styling options above.
- Click the Add Note button at the bottom.
- You will now see your note, the user who wrote it, and the time it was submitted on the right.
- If you wrote this note, or if you're on an administrative account, you can delete the note by clicking the X on the right.