Where can I see client facing project notes?

Here's where you can see external notes for your projects.

Karen Gordon avatar
Written by Karen Gordon
Updated this week

First, Add your notes (Learn more).

Next, to view the contract notes as your client would, select the "Vendor View" button which will switch you to "Client View".

You will see a Notes section that includes ONLY your External Notes. 

Internal notes are set to only be viewed by you and your co-workers, not the client.

Your External Notes will also appear on the Receipt of Goods and Services and Google Calendar Event

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