To add a note to a record please select the record first. Once you have selected the record you need, you can add the note to it.

There are two ways of adding a note. One way is to select the record/s using the tick box on the left hand side of the record.

The other way is to click into the record itself (for a note to a single record).

Please check out our in depth help articles below if you need step by step guidance.

Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io.