Applies to:
Clubs & Trusted Agencies
What are Notes?
The Notes feature on TransferRoom allows clubs and agencies to create internal notes for players on the platform, and for agencies for players in their portfolio as well. This can be used to store and keep track of scouting reports, meeting notes and loan management among other things.
Solution Overview:
Step 1: To add or view notes on a player, click the Notes button in Search or on the player profile. For agencies, you can also click Add/View Notes in Portfolio for your own players.
Step 2: Add your notes by writing something, uploading a file or a combination of the two.
Step 3: Click Save. Your note will be shown as being added by you and this will be visible to other users on your club or agency account.
Tactical Rundown:
Trusted Agencies
1. You can add or view notes to a player by clicking on the Notes button in Search or on a player profile. You can also add notes to players in your portfolio by clicking the three dots next to the player in your portfolio and clicking ‘Add Notes.’
2. You can add your notes in the form of text or by uploading a file. Click Save when you have added your notes. These will be shown as being added by you and this will be visible to other users at your agency.
3. To view notes added by you or other users at your agency, you can click the Notes button in Search, on the player profile or on ‘View Notes’ in Portfolio. Notes can only be edited or deleted by the author, or the Master User of the account.
Clubs:
1. You can add or view notes to a player by clicking on the Notes button in Search or on a player profile.
2. You can add your notes in the form of text or by uploading a file. Click Save when you have added your notes. These will be shown as being added by you and this will be visible to other users at your club. Notes can only be edited or deleted by the author, or the Master User of the account.
