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How to Use Private Notes
Kian avatar
Written by Kian
Updated over 9 months ago

This is a feature that provides an area for your organisation to leave private notes on the supplier.

To leave a private note, click into a suppliers profile page and then click into the Private Notes tab.

Enter your note in the "Leave a Note" section, using the formatting options as needed. Click Add Note on the right send.

Pinned Notes: Notes are able to be pinned so other users can easily view these. You may want to use the private notes section for the approval process when collaborating with multiple teams in your organisation.


πŸ’‘ Private notes are only visible to users of your organisation and are not visible to the supplier.


πŸ’‘ If there is anything we haven't covered, please feel free to contact us at support@riskledger.com or alternatively, select the Chat icon in the bottom right corner.

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