How Do I Add Notes To A Contractor Profile?

Modified on Thu, 24 Feb, 2022 at 1:50 PM

This feature is designed to help agents note down and save any details relating to a contractor profile for quick reference.

To create contractor notes, click on People > Contractors. Choose the profile you'd like to add notes to, scroll down and click the Notes icon shown below:


Once the notes have been created, they will show on the 'Next steps' tab of any issue that the contractor is linked to:



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