You can add notes on the sites, this can be an important piece of information that adds additional details to the site or just a simple reminder about something.
This can be anything like further instructions or a guide.
On the site detail page, scroll down to the note section. You can find it below the team section on the site profile main page.
1. Add the title in the first field
2. In the next field, add detail.
3. Next, there are two on/off switches. “Share with the client” and “Share with the staff”. If you turn on share with client, this note will also be shared with the client, and if you turn on share with staff, this note will be shared with the staff.
4. If you do not turn on any of the settings, this will be an internal note. It means that only the admin can see the note. Once done, click on Add Notes or else click on Cancel. Clicking on Cancel will reset the form.
You should see the newly added note. To delete the note, click the red “x” sign in the top right corner of the note.