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How to Add Notes to an Auction

Notes keep the running story of an auction with the auction: setup plans, what a donor promised, what still needs doing on the night. Everyone working the auction reads the same notes.

Open Auction Notes

Open the auction and click Auction Notes in the workspace menu.

The auction workspace menu with the Auction Notes tab selected

Auction Notes is one of the tabs in the auction workspace menu.

Add a note

  1. Click Add A New Note.
  2. Type your note. There is no length limit.
  3. Click Add This Note. Cancel closes the box without saving.

Each note shows the date it was created and who created it. The green icon opens a note to edit it, with Save & Continue and Save & Exit. The pink icon deletes it, after you confirm.

The Notes panel on an auction with the Add A New Note button and two notes

Two notes on an auction, newest first.

Notes work the same way on every record in Argenta. See Add A Note to the Notes Section.

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