Adding notes to a contact

Here’s how to add a note to a contact in FreeAgent.

You might want to add a note to a contact for some additional information to share with your colleagues, such as the contact being a particularly slow or fast payer.

Adding a note

Select a Contact. Then select Notes.

notes_tab

Type the text of the note you want to add, then select the Add Note button.

note_text_and_add

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 select the Edit link.

edit_link

Make the changes, then save them with the Update Note button.

Deleting a note

And if a note is no longer required, say in this case once this contact’s wedding day has passed, select the Delete link to remove the note.

delete_link

FreeAgent will double-check that you're sure you want to delete the note. Select Yes if you're sure or Cancel to keep the note.

confirm_delete

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