Your client contact can also send you notes through the eClients portal. They simply have to go to Job# > Send Note, enter the message in the corresponding text box and click “Submit”:
Both the Account Executive and the PM on the job will receive a bell alert about this note so they can read it:
They can click on “Mark Notified” to mark it as read:
A copy of this note will also get saved in the eClients portal under Job# > Notes and in your eSP under Job# > Communication > Job Notes.