1- Click the Clients button from the menu after logging in to FieldPie.
2- Select a client you want to add notes.
3- Click the ADD button located in the Notes section.
4- Write your notes on the Add Notes pop-up.
5- If you want your field force to see the notes, mark the Visible to Field Force box.
6- You can perform the process of adding notes to the client by clicking the SAVE button.