Knowledge Base Getting Started Frequently Asked Questions

How to add notes to a contact

This article explains 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'.

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

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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, select 'Edit'.

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

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Deleting a note

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

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

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