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How can I view notes on my Projects Tab?
How can I view notes on my Projects Tab?

Here is how you can use custom columns to view your external notes.

Samantha Smith avatar
Written by Samantha Smith
Updated over a week ago

If you would like to view your notes for all of your projects at a glance, you will want to adjust your custom columns.

Head to your "Projects" Tab.

Select "Edit Columns" at the top right of the page.

Select "Sales".

Select either "Internal Contract Notes" or "External Contract Notes" and press "Update Columns".

You can now view any internal and/ or external notes about your projects at a glance from the Projects Tab!

For more information on custom columns, check out this article.

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