If you have a Platinum level subscriber, you can add/view private and shared notes to a project. 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, the icon appears next to the Project title on the results page, and you may hover over the icon to read, or link to the note.
To Add a Note to a Project
- From the search results page, click the Notes link in the Details column, or select the Notes tab from the Dodge Report.
OR
- Click the Add Note button

- 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.
- Type your note.
- Click Save
To View a Note
- From the search results page, click the Notes link in the Details column, or select the Notes tab from the Dodge Report.
- Click the link of the note you wish to view
- or -
Select the checkbox next to the note you wish to view and click View.
- The note is displayed. Click Back to return to the previous page.
To Edit a Note
- From the search results page, click the Notes link in the Details column, or select the Notes tab from the Dodge Report.
- Select
the checkbox next to the note you wish to edit and click the Edit button.
- Choose whether it is a Private or Shared note
- Type your edits to the note.
- Click Save.
To Print a Note
- From the search results page, click the Notes link in the Details column, or select the Notes tab from the Dodge Report.
- Select
the checkbox next to the note you wish to print and click the Print button.
- The note is displayed on a new screen. Click the Print button.
To Delete a Note
- From the search results page, click the Notes link in the Details column, or select the Notes tab from the Dodge Report.
- Select
the checkbox next to the note you wish to delete.
- Click the Delete button.
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