How to: Add note

Notes are general updates on opportunity. Notes can be created by executives and by system itself.

To create a new note you should be on the project page for which you want to add a note.

For searching project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to open project.

Click on Activities link from Quick Navigation Link.

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Qucik navigation links for Summary, Value, Milestones, Activities, Statement and Files.

You will be taken to activities section which looks as shown below.

 

Activities section header

Activities section header

Click on “Add Note” to get following screen

 

Add Note form in On2Biz

Add Note form in On2Biz

Fill comments, assign a tag e.g. Status Update in above screenshot and select a contact if you want to send this note via email. Tags are customizable, contact support@on2.biz for customization.

Click on

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to add this note.

System creates notes whenever a milestone is changed and can be sen in Activity section as below.

 

On2Biz Generated Notes

On2Biz Generated Notes

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