Notes

The Notes feature allows you to provide additional information on any of the projects listed. If you add a follow-up date, Quadra will create a notification under Your Account and you will receive an email reminder.

Add a Note

1. Open the Projects Module of the account you plan to edit.
2. Find the project within the list. Under the action menu, click Notes.
   
3. Click Add Note.
   
   
4. Check the information provided in the Account, Owner, and Module fields and edit as needed.
5. Select a Category for your note.
6. Select a Priority: High, Medium or Low.
7. Type or select a Follow-up date.
8. In the Follow-up By field, select a person who will have follow-up responsibility.
9. Type your note in the space provided.
10. Click Add Note.
11. Return to the home page using the breadcrumb at the top.