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  4. Insert a note in the business partner

To insert a note in a business partner, click the + Note button at the bottom of the General tab within the business partner.

insert note in business partner - plus button

 

 

 

Manage the Text of the note using the tools at the top and click on Continue.

insert note in business partner - tools

 

 

 

The notes appear in a list in the General tab and show the creation date, the text, and the author.
To edit and delete a note, or attach a file, click the corresponding word in gray. A modified note shows the author and the date of the change.

insert note in business partner - list

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