How do I add notes to an event?

How do I add notes to an event?

What is the issue you're facing?

I would like to add notes to my event that are internally facing only. How can I do this?

Solution

In order to add notes to an event which will be internally facing only you can use the Notes tab. 
To do this:

  1. Navigate to your event and click into it
  2. Click on the Notes tab on the right hand side


  1. Click on the Add Note button


  1. In the Participant drop down leave this as Event
  2. In the Title text field name your note
  3. In the body text field enter your note


  1. Click on Save
  2. Congratulations. You have now added a note on the event that will only be visible to internal users. This will then look like this to internal users:





    • Related Articles

    • How do I add notes to a specific supplier on my event?

      What is the issue you're facing? I would like to add notes to a supplier in my event that are internally facing only. How can I do this? Solution In order to add notes to an a supplier in your event which will be internally facing only you can use ...
    • How to add documents to your event

      What is the issue you're facing? I would like to add documents to my Sourcing event. How can I do this? Solution To add documents to a Sourcing event you can do this in the following way: If the event is not yet live Click on the Create Documents tab ...
    • How to add an RFQ to your event

      What is the issue you're facing? I have created an event and would like to add an RFQ to it. How can I do this? Solution If you would like to add an RFQ to your event you can do this by going to your Event Settings/Event Overview page and ensuring ...
    • How do I add collaborators to my event?

      What is the issue you're facing? I'd like to add a new collaborator to my event. How do I do this? Solution Go to your event and click on the collaborators tab (on the right of the page when in your event) and click the “Edit” button on the bottom ...
    • How do I close an event?

      What is the issue you're facing? I would like to close my Sourcing event. How can I do this? Solution A Sourcing event can either be closed manually by the host or a collaborator with edit access to that event, or the event can be set to ...