Adding Notes to an Expiration Item

Find out how to add multiple notes to an expiration

Jose avatar
Written by Jose
Updated over a week ago

Multiple notes can be added to an expiration using the related notes section.

This is different from the Comments field in the expiration. The comments field allows to enter extra information of the expiration and its value can be pulled into email templates. Notes can't be pulled into email templates.

Adding a note

To add a note, you will first need to access the Expiration Item you're adding to. In the "Notes" section of the Expiration, you may click the "New Note" button to begin.

You can add as many notes as your Expiration Item requires.

Below is how the Note Screen appears:

  • Name: the note name.

  • Body: the content of the note.

  • Relationship: automatically the note will linked to the expiration. If you'd like to add extra relationships to the note, you can do so here.

Click Save when the note is to your preference.

*Note: While there is a button to add images to notes, the images entered in notes will not be supported. We recommend adding any images to the "Files" section of an Expiration Item.

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