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How do I add a company note in the Evaluator?

Easily add important information about a supplier and share it with colleagues via company notes.

What will you find in this article?

  • Summary: A brief explanation of the function of company notes.

  • Conditions and target audience: Who can view the notes.

  • Supplier/evaluation overview: Where to find the option to manage notes.

  • Supplier notes overview: How to view existing notes and create a new one.

  • Add a new note: How to enter text and save it permanently.

  • Frequently Asked Questions (FAQ): Answers regarding the visibility and management of notes.

  • Troubleshooting: What to do if you cannot post notes.

Summary

In the overview of suppliers and evaluations, you can add company notes to specific suppliers. These notes serve as a central information hub and are immediately visible to all colleagues within your organization.

Prerequisites and Target Audience

This article is intended for all users who wish to record or view information about suppliers. The notes added are visible company-wide to all users within your own corporate environment.

Supplier/Evaluation Overview

To add a note, start in the module’s central overview.

  1. Navigate to the Overview of Evaluations/Suppliers.

  2. Locate the supplier for whom you wish to add a note.

  3. Click the icon (note icon) next to the supplier to open the note management screen. 

Supplier notes overview

After clicking the icon, a window will open where you can view the supplier’s history.

  1. In the pop-up that appears, view the notes previously added by you or your colleagues.

  2. Click the New Note button to create a new message. 

Add new note

In the final step, enter the actual text that should be visible to your colleagues.

  1. Type the desired text into the text field on the input screen.

  2. Click the Add button to save the note permanently.

Frequently Asked Questions (FAQ)

Question: Can a supplier also see the company notes I write? Answer: No, company notes are only visible to users within your own company. The supplier does not have access to them.

Question: Who can read the notes I add? Answer: All colleagues who have access to the Evaluator within your company account can view these notes.

Troubleshooting

  • Symptom: I do not see an icon to add a note to a supplier.

    • Cause: You may be in a filter or view where the action buttons are hidden, or the supplier has not yet been linked correctly.

    • Solution: Verify that you are in the correct overview of suppliers/evaluations and refresh the page.