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Add comments to clients, contacts, staff, or project templates

You can add comments on the General
tab of the

Clients

,

Contacts

,

Staff

, and

Project Templates

setup screens. Firms licensed for Project Manager can also add comments for individual projects and tasks.

Select the Comments
link.

Enter a comment in the text field and select Add
. You can add multiple comments.

Close the panel when you're done.

note

Notes

A badge next to the Comments link shows the number of comments that have been entered.

Update or delete a saved comment by selecting Edit
on an existing comment.

When adding new staff, clients, contacts, projects, or tasks, the Comments
link becomes available only after you save and re-open the entry.

The Comments
link is available on the

Projects

screen only when you are viewing it in Advanced mode. Select the Switch to Advanced Mode
link to change the view.

If your firm has licensed Project Manager, select Projects
in the menu bar to access projects or tasks directly.