Provider Notes Overview

Information related to the discussions or interactions with a provider should be recorded in the Notes tab of the Provider Folder. For example, conversations regarding scheduling of service from a cleaning vendor or discussions of the experience and expertise of a potential expert should all be entered into Provider Notes. Emails and Needles Messages related to the provider can also be posted to the Provider Notes tab.

Accessing the Notes Tab

Adding Notes

Modifying Notes

Deleting Notes

Saving Notes

Printing Notes