Views:

Located on the General Tab for the Applicants and Vacancies, and the Summary tab for a Contact, you will find the Timeline in the centre.

Go to Timeline > + button > Note

 

The Create a Note will appear within the Timeline.

Insert a Title for the Note

Insert a Note

You can add an attachment to the note is you would like.

Click Add note and close once you have completed the relevant information.

 

Timeline Info

Notes can then be seen directly within the Timeline.

 

You have the options to Edit the Note, Copy to Clipboard, Pin or Delete the Note.


 

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