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Adding Notes to a Company Profile

Depending on your license, you may also be able to view and add private and/or shared notes to the company's profile. A Private note is a note that only you (and your Admin) can view. A Shared note may be viewed by all users associated with your license number.

If a note exists, an icon appears next to the name on the results page, and you may hover over the icon to read, or link to the note.

To Add a Note

1. From the search results page, click the Notes link in the Details column

- or -

Select the Notes tab on the Company Viewer




2. Click the Add Note button
3. Choose whether it is a Private or Shared note

Note: A Private note is a note that only you (and your Admin) can view. A Shared note may be viewed by all users associated with your license.

4. Type your note.
5. Click Save.

To View a Note

1. From the search results page, click the Notes link in the Details column

- or -

Select the Notes tab on the Company Viewer


2. Click the link of the note you wish to view

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Select the checkbox next to the note you wish to view and click View.


3. The note is displayed. Click Back.to return to the previous page.

To Edit a Note

1. From the search results page, click the Notes link in the Details column

- or -

Select the Notes tab on the Company Viewer


2. Select the checkbox next to the note you wish to edit and click the Edit button.
3. Choose whether it is a Private or Shared note
4. Type your edits to the note.
5. Click Save.

To Print a Note

1. From the search results page, click the Notes link in the Details column

- or -

Select the Notes tab on the Company Viewer


2. Select the checkbox next to the note you wish to printt and click the Print button.
3. The note is displayed on a new screen. Click the Print button.

To Delete a Note

1. From the search results page, click the Notes link in the Details column

- or -

Select the Notes tab on the Company Viewer


2. Select the checkbox next to the note you wish to delete.
3. Click the Delete button.