Have you ever wondered why a contract price was updated, or a chargeback line was overridden?
Notes are a great way to provide a historical reference and keep track why a change was made. It’s also a great way to communicate with other users.
You can even copy emails into a note for reference purposes.
In fact, the iContracts Managed Services team uses notes daily!
Notes can be entered throughout the application, anywhere you see the icon.
Just enter the information and click save, or select email recipients from the list of available users and an email will also be sent.