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Help Topic: Adding a Note

Adding a Note

*You can add a note in any record in Tracker, whether it’s the Client, Contact, Lead, Job or Candidate record. You can always adjust where your Notes section is located by going to the Layout Designer under Tools & Settings*

  1. Click Into a Candidate Record
  • For this example, we will add a note in the candidate record
  • Find the tab in your system where notes are (remember every Tracker database is customizable, so Notes might be labeled or located in differently)

  1. Add a Note
  • Click the green + button to add a new note on the candidate record

  • Add your note, and hit Ok when you are finished