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Searching for projects > Project Notes
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Adding Notes to a Project

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 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

  1. From the search results page, click the Notes link in the Details column, or select the Notes tab from the Dodge Report.

    OR

  2. Click the Add Note button


  3. Choose whether it is a Private or Shared note
  4. 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.

  5. Type your note.
  6. 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 from the Dodge Report.

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

  3. - or -

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

  4. 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 from the Dodge Report.

  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 from the Dodge Report.

  2. Select the checkbox next to the note you wish to print 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 from the Dodge Report.
  2. Select the checkbox next to the note you wish to delete.
  3. Click the Delete button.

 

 

 
 
 

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