Adding Notes

Throughout Basis, you can enter additional information to share with your organization in the form of Notes. Notes appear in the client billing, campaign, media plan, and vendor sections.

Client Billing Notes

When you create or edit a client, you can add notes under the billing address, such as alternate addresses or special contact information.

Campaign Note

When you create or edit a campaign, you can add notes to share additional information or specific instructions with team members.

Media Plan Note

When you create or edit a media plan, you can add notes to provide more details to team members when they view the media plan's details. You can also add or edit notes to the media plan directly on the Overview tab.

Vendor Notes

When you create or edit a vendor, property, or contact, you can add notes to provide additional contact details or supplemental information to account team members.