You might want to add a note to a contact in FreeAgent for some additional information to share with your colleagues, such as the contact being a particularly slow or fast payer.
Adding a note
Click Contacts, then click the contact’s name from the list.
Click the Notes tab.
Type the text of the note you want to add, then click the Add Note button.
Once you’ve done this, you’ll see the latest note added to the top of the list of notes for that contact.
Editing a note
To edit a note, just click the Edit link at the bottom right of that note.
Make the changes, then save them by clicking the Update Note button, or close without saving by clicking Cancel.
Deleting a note
And if a note is no longer required, say in this case once this contact’s wedding day has passed, click the Delete link to remove the note.
The software will double-check that you're sure you want to delete the note. Click Yes if you're sure or Cancel to keep the note.
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