To add a note to a transaction go to the Manage page, single-click an agreement to select it, and then click the Notes link in the right rail options
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21 ธ.ค. 2021
| Note: The below article provides instructions for the new page format. Click here to review the same process on the classic page layout. |
Add a note to a transaction
Once a transaction is sent, you can attach a personal note to it on the Manage page. This note is only visible to the user who entered it, and only viewable on the Manage page in the Notes section.
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Enter a note into the field, and click Save Note
