Create or view notes (All)

1. Select the item for which you want to view or enter a note.
2. Click Notes. The List of Notes page is displayed.
3. For creating a note, click New or Duplicate.
4. Specify the importance, subject, description, and type of the note, as needed.
5. (Employee users only) If you want to create this note for internal users, select the Internal Only check box. This option is disabled for carrier and customer users.

   Notes:

   • Internal notes will not be visible to carrier and customer users.
   • When viewing notes for a load, a carrier user will not be see notes created by a carrier user associated to a different carrier.
6. ClickSubmit.

See Also