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08. Solicitation Notes & Comments   
Page last modified on Monday, April 12, 2021 4:26 PM (by Adam Widmeier) (initially created on Wednesday, September 21, 2011 9:41 AM)
Assigned to: Solicitations
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Solicitations: Notes & Comments

CobbleStone enables users to add notes and comments to solicitation records.  These notes are useful for documenting events/details that occurred with the solicitation record.

To access the Notes & Comments section of the solicitation record, click Notes on the side menu of the Solicitation Details screen.

 

 

Alternatively, scroll down the Solicitation Details screen to the Notes & Comments section.  Both methods go to the same section.

 

 

1.  To add a note, enter the note text into the Word-like text editor box.  

2.  Enter a note subject/category (specifying to what the note pertains) in the text-box above the text editor. 

3.  Optionally, add a hyperlink to the note by clicking the hyperlink icon.

4.  Once the note/comment has been entered, click Save Note to save the note to the solicitation record.

5.  The saved note will display at the bottom of the Notes & Comments section.

6.  To delete a note, click Delete for the line item you would like to remove.

 
   
 
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