To maintain an existing note for a vendor, follow these steps:
1. Go to Community > Vendors.
2. In the Service section, click the plus sign to expand a vendor category, and then click the name of the vendor for which you want to maintain an existing note. The Vendor Location Detail, Vendor Location Contacts, and Vendor Location Notes sections populate with information about the selected vendor.
3. In the Vendor Location Notes section, highlight the note that you want to modify.
4. Click Tasks.
5. In the Note Tasks section, click Maintain Selected Note. The Business Note tab appears.
6. On the Business Note tab, the fields display the original information from the note. Review or modify the following fields:
▪ Entry Date—Displays the date and time when the note was recorded.
▪ Employee—Displays the employee who recorded the note.
▪ Note—Displays the note.
7. When you are finished making your changes, click Finished.
8. The changes you made will not appear on the Vendors tab until you refresh the tab. To refresh the tab and view the changes on the Vendors tab, in the Service section, click the name of the vendor. The changes will appear.