How to Create a Note – Proprio Expert How to Create a Note - Proprio Expert

How to Create a Note

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Steps to Follow

1. Go to the “Communications” tab and the “Notes and Tasks” subtab.

2. Click on “Add” at the top right.

3. In the “Assignation” section, select the entity to which you assign the note.

4. Select “Note” next to “Type.”

5. Select the date of the note.

6. Write your note.

7. To assign another note to the same entity, click on “Add a note,” and repeat steps 4 to 6.

8. Click on “Finish.”

You have now created a note.

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