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Add Notes for Vendors

Save notes to stay updated and in touch with Vendors.

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Written by Shruti Patel

Updated over Day(s) ago

If you are outsourcing your Jobs and dealing with Vendors, it would be difficult for you to keep some Vendor's specific points in mind for a long time. It would also be necessary to share these important points with your team members who are also dealing with the same Vendor. 

The habit of taking Notes allows you to highlight key points and details that might otherwise slip your mind and you never know when these fragments of knowledge will come in handy.
 
In the system, you can quickly make Notes of an update or piece of information related to the Vendor. To Add the Notes for Vendors, there are many options available to make it accessible for you at the required places, but all the places are highly integrated to see updated Notes. The Vendors Screen is the main place to Add Notes.

 

To open the Vendors screen, click on the three Dots from the left-hand side menu and you will get redirected to the Vendor screen. 

 

In the vendor Screen, you have two different views named Grid View and List View. You can see notes icon there as well.

Notes in Grid View 

 

Notes in List View

 

Note: If the note is already added then the note icon will be blue and if not then grey.

 

Add Note

To Add a note Click on the grey icon.

 

Mention your Note and Tag the Vendor’s name to notify of the updated Note. Thereafter, simply Save your Note.

 

View Note

Once the Note is created the Note Icon will turn Blue. To View the content of the Note you just need to hover your cursor to the Note Icon in both the views.

 

Edit Note

If you want to add the information, which you recalled afterwards.

First, you need to go to the Vendor's View Dialog box by clicking on the Vendor's name and you can see the Notes added to the Vendor on the right-hand side.

To Edit the Note you need to click on the Pencil icon near the Note.

 

Delete Note 

To delete the Note, you need to go to the view dialogue box of that particular Vendor and by clicking on the Cross Icon you can delete the Note which is wrongly added by you or the team.