Adding Notes to Items

Written by Jarad on March 20, 2023

To add notes to items, you must have the Item Edit permission. Notes do not appear in the Bound Book.

  • Find the Item you want to add a Note to

  • On the Item Details page click on the Edit Button

  • Scroll or move down to the Notes panel

  • Click the Create button

  • Choose the Note Type
    Acquisition: Created during an Acquisition, an Acquisition note would be attached to all Items on an Acquisition.
    Item: An Item note is a note that would go on a specific Item.
    Disposition: A Disposition note would be attached to all Items on a Disposition.

  • Enter your Note

  • Click Save