Add New Notes to Subscriptions
Use the Agreement tab under the Subscriptions submodule to add a new note to selected subscriptions.
To use the Subscriptions submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.
To add a new note to a subscription:
- On the main toolbar, click Finance & Administration .
- If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company to which you want to add subscription notes.
- In the left pane of the Finance & Administration screen, click .
- Click the List tab and highlight the subscription that you want to add a note to.
- Click the Agreement tab.
- Click the Notes tab and click Add note .
- You can edit the Notes field by double-clicking on it.
Parent Topic: Notes Tab