How to add/edit/remove notes within a Company Profile

Question

Is there a way I can leave comments on a Company Profile?

Answer

Yes there is. The notes feature allows you to add, edit or remove comments within a Company Profile.

Note: The note 'Subject' allows up to 100 characters and the 'Description' allows up to 400 characters.

Navigate to Menu > Corporate Messenger > Companies > Open the Company Profile.tempsnip12.png

Adding a new note

1. Scroll down and under the 'Contact Information' section you will find the "Add New Note" button.tempsnip13.pngtempsnip15.png

2. Select this button to create a new note > click "Save" to save the note to the profile.tempsnip14.png

Editing an existing note

1. Scroll down and under the 'Contact Information' section you will find the Notes section.

2. Select the pencil icon to change the existing note > click "Save" to save the changes.tempsnip16.pngtempsnip17.png

Removing an existing note

1. Scroll down and under the 'Contact Information' section you will find the Notes section.

2. Select the "Remove" button to remove the note.

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