Add a Note to a Service Provider record

Add a Note to a Service Provider record

Use this process if you are wanting to add any notes or attachments to your Service Provider records.

1. From the menu click Resources then select Service Providers


2. Search for the Service Provider you would like to add the Note to, then click on the record

3. The Service Provider record opens by default the Notes console will display by default at the bottom of the page ( it can also be selected from the left hand side )


4. Click the New button
5. The Notes dialog box will display and data can start to be entered



6. Once complete click Save, the note will then display in the Notes console on the Service Provider record ( it can also be viewed and edited from this section as well )


    • Related Articles

    • Add and View Individual Provider Notes

      Add and View Individual Provider Notes This article explains how to add and view Individual Provider Notes. In the View Provider screen you can view and add notes. This function allows you to Filter by Note Type, Search by Document Name, Note and ...

    • Add an Alert to a Service Provider record

      Use this process if you are wanting to add alerts with regards to Service Providers 1. From the menu click Resources then select Service Providers 2. Search for the Service Provider you would like to add the Note to, then click on the record 3. Once ...

    • Delete an Alert on a Service Provider record

      Use this process if you are wanting to delete any active alerts  1. From the menu click Resources then select Service Providers 2. Search for the Service Provider you would like to add the Note to, then click on the record 3. Once the Service ...

    • Add a Service Provider Company

      It is Important that you add all of the Service Provider companies that are providing services to your clients. You can also create Service Providers in the Invoice Entry Creation screen. Before creating an Individual Provider records, it's important ...

    • Add in Service Provider Note Types

      Use this guide to customise the Note Types that display when adding a Note to the Service Provider record 1. Click on the Settings icon in the top right 2. Scroll down to Provider & Service Provider and select Service Provider Note Types 3. In this ...