Click CRM on the main toolbar, then click the All CRM link.

In the Companies section on the left, select Suppliers.

In the Supplier listings, locate the supplier you would like to work with. To search for a supplier, enter their name in the search bar and hit the enter key. Click on the supplier's name to open the record. Click on Notes from the left menu.

Click the Add a Note button.
Note: If there have not been any notes added yet for this supplier, the button will be located in the middle of the screen.

Type the note in the box. Use the slider to share the note with other users in the company. If the slider is disabled, the note will be visible only to you and users in your company with administrative controls. After writing the note and setting the visibility, click Save.

From the search bar on the ESP+ homepage, select Supplier in the drop-down and then type the supplier’s name.

Click on the magnifying glass or hit the enter key.

Click on the supplier's name. Scroll down to the Supplier Notes area and click Add a Note.

Type the note in the box. There are two options for visibility:

• Private
  Notes will only be displayed to you and users with administrative controls within your company.
• Shared
  Notes will be displayed to all users within your company.

After selecting the visibility option, click Add Note.