How do I add a note to an integration

Adding a Note to a Program

Using Notes in the Devensoft platform allows users to keep track of reminders, and conversations or share new information within each Program.  Notes are visible from the Notes tab in the Program.  

To add a Note: 

1. Navigate to the Programs/Integration menu.
   
   
2. Open an Integration.
   
   
3. Click on the Notes tab.
   
   
4. Click on the +Create icon.  The Note Detail window opens.
   
   
5. Add a Note and complete the remaining fields.
   
   
6. Press Save.
   
   
7. The Note appears in the Notes section of the Integration.