Adding notes to a contact

Here’s 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.

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

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, just select the Edit link.

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

Deleting a note

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

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