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Add notes to a Company

Last Updated: Nov 24, 2016 03:25PM PST
LedgerDocs offers the ability to add notes to a given "Company", giving users a place to write down important dates and reminders that relate to the specific company. 
 
Note: "Company" notes can be seen by anybody who has access to the account.
 
Adding a note to a "Company" is simple. Click on the given project on the left hand side of the screen. Now that the Company Overview screen is open, you will be able to see the account details on the right side of the application. In this column, you will see "Company Notes". Simply click "edit", and type your notes. To complete the company notes, click "save"

 

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