How To Add Notes To A Company?

LedgerDocs offers the ability to add notes to a given “Company”, giving users a place to write down important dates and reminders that relate to the specific company.
 

Note: “Company” notes can be seen by anybody who has access to the account.
 

Adding a note to a “Company” is simple. Click on the given project on the left hand side of the screen. Now that the Company Overview screen is open, you will be able to see the account details on the right side of the application. In this column, you will see “Company Notes”. Simply click “edit”, and type your notes. To complete the company notes, click “save”

 

What are your feelings
WEBINAR
LedgerDocs Webinar: Shift Gears – Move from Manual Document Management to Automatic
Saving You Time, Money, and Tears

Get ready to automate!

Join us on September 26 at 11:00 AM to learn how LedgerDocs can help free up an entire day each week by automating document management.

Date & Time: September 26, 2024 at 11:00 am PST
Ready to shift gears?
signup-logo-ledgerdocs

Do You Have a Question?

Let us guide you through its powerful features and answer any questions you might have.

Need Help Onboarding?