Add notes to a contact

This article explains how to add a note to a contact in FreeAgent. It also explains how to edit or delete a note.

You might want to add a note to a contact for some additional information such as the contact being a particularly slow or fast payer. 

Adding a note

Select the ‘Contacts’ tab at the top of the screen.

Click on the relevant contact and select the 'Notes' tab.

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

You’ll then 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'.

Make the changes and then select the 'Update note' button.

Deleting a note

If a note is no longer required, select the 'Delete' button.

Select 'Yes, delete note' in the pop-up window to complete the process.