How To: Add Notes to Company Details
In Company Details, you can add Notes to Companies. Adding Notes to Companies will serve as documentation within TapGoods PRO. Notes in Company Details can be viewed on the Companies’ pages at any time, and these Notes serve as a form of organization within the platform. Additionally, Company Notes will populate on Orders that the Company is added to.
To add Notes to a Company, navigate to the Companies page, which is located under Contacts on the TapGoods PRO dashboard.
Click on the Company to navigate to Company Details.
Once you have navigated to Company Details, you can add Notes by following the steps listed below.
- Click the dropdown arrow next to Notes.
- Click Add Note.
- Type the note into the text box.
- Click Add Note.
- Type the Note into the text box.
- Click Submit.
Once you have added a Note, it will populate in the Notes field and you will be able to edit it at any time. To edit a Note, click the Pencil icon next to it.
To delete a Note, click the X icon.
Once you have added Notes to a Company, the Note will automatically populate on Orders that the Company is added to.
Within an Order, you can edit or delete an auto-populated Note in the Notes field. Notes that are auto populated will automatically default to Hidden from Customer and Hidden from Operations. To change who can view the Note, click the Pencil icon and edit the Visibility by checking the box next to Visible to Customer or Visible to Operations.
Changing a Note within an individual Order will not impact the Note set up in Company Details.
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