Client, Task & Placement Notes

Author: Eugenija Steponkute
Published: 05/10/2022
client and placement notes

We’ve heard you - another adjustment has been implemented based on the feedback we’ve received from the clients. As ever, we are striving to make your experience as smooth and fluid as possible. Your comfort is the driving force for our improvement. 

Timesheet Portal's latest release now allows you to record individual notes against client and placement records. You may already be familiar with this process in some capacity. The Notes feature was already available on contractor records, but due to popular demand, we have now expanded its use. It can be found on both, Project and Recruitment editions with some minor differences.

Give New Notes a Try

To make use of this great new feature, please navigate to the Clients page, and edit your client record as usual. Click on the Notes tab to view your notes. To create a new note, click on Create new note. Notes can be amended or deleted after creation.

Task notes can be located under the Task page, where you can also edit your task record. To view your notes, click on the Notes tab. Create a new note by clicking on Create new note. Once the note is created, you can either edit or delete it.

The process is exactly the same for Recruitment. Placement / Job notes can be located under Placement / Job page, where you can edit the existing notes or create new ones. In all scenarios, you can adjust who has permissions to making, amending, viewing and removing the notes. 

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.

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Timesheet Portal online software provided by Anfold Software Ltd, a registered company in the UK.