Add Account Notes

Modified on Thu, 02 Feb 2023 at 02:31 PM

Easily add and track notes on users accounts in Teamly.

Click the Settings gear at the bottom left of the dashboard or if you have permission click on Manage Team in the side panel.

Within the list hover over the user and click on show details.

The Details tab will bring up the Notes field. Enter the note and once you click away from that field the note will auto save.

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