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.