Vendor notes and communications page

This page shows you all of the notes against this vendor along with all of the communications you have had. You can also record the phone calls you have with vendors, this can be useful to keep track of the progress of purchase orders or general enquiries.

  • You can also search through the notes and communications by using the search bar in the top left of this section. 
  • You can use the 'Filter' function to differentiate between Emails, SMS messages or Emails. This allows you to see a specific kind of communication rather than just a chronological list of all the information stored.

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If you wish to add a new note or send out a new Email, SMS, or add a record of a phone call, use the buttons beneath the search and filer bar. 

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For each of these, you will be taken to a page where you can either create your note, send your SMS or Email (including the ability to use tagging) or record a phone call.