Page History

...

• To add a note:
  1. In the panel on the right side, click the plus  button.
  2. In the Add Note window that appears, only a staff user decides who can see the note, Staff Users only or All users. Notes that are created by customer users can be seen by all users.
  3. Type your note and click Add.
  4. As a staff user, in the Show list, you can display notes that are for Staff Users only
     Note: If a note is created from Prinergy Workshop, it will be displayed in the Notes area for all users. If a note is created in InSite, it will be displayed in that job in Prinergy Workshop.

...