Manage your contractor note settings

Learn how to add, edit, or delete your contractor note types. You must have the Contractor Administrator user role to access these settings.

Often you will need to keep notes about your contractors, vendors, and suppliers that can be referred to later on.

To make it easier to search your notes you must assign a note type to every note. We provide several pre-set types to get you started. You can add, remove, or edit any note type.

You can add notes at both an organization and member level. 

Add a note type

  1. Go to Tools > Contractor Manager. 
  2. Select Notes Settings from the menu on the left. 
  3. Stay in the Organizations Note Types tab, or select the Members Note Types tab. 
  4. Click Add Note Type.

    Contractors-Note-Settings.png
  5. Enter the name of the note type.
  6. Click Save.

Edit a note type name

  1. Go to Tools > Contractor Manager. 
  2. Select Notes Settings from the menu on the left. 
  3. Stay in the Organizations Note Types tab, or select the Members Note Types tab. 
  4. Click View next to the note type. 

    Contractors-Note-Settings-Edit.png
  5. Update the name of the note type.
  6. Click Save.

Delete a note type

  1. Go to Tools > Contractor Manager. 
  2. Select Notes Settings from the menu on the left. 
  3. Stay in the Organizations Note Types tab, or select the Members Note Types tab. 
  4. Click Delete next to the note type. 
  5. Click Remove to confirm.

    Contractors-Note-Settings-Remove.png
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