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Add a note to the Changelog

Record changes made outside Opteo, or the reason behind a decision, in an ad account's Changelog.

Notes sit in the Changelog alongside everything else, so your team and clients can see the full story of an ad account. Use them for things the Changelog can't record itself, like a change made directly in the ad platform, a client's request, or why you made a decision.

Add a note

  1. Open the ad account and click Changelog in the left-hand menu.

  2. Click Add Note next to the page title.

  3. Write your note.

  4. To add it to an earlier day, pick the day in Date Group.

  5. Click Add Note.

Edit or delete a note

Click Edit Note on your note, make your changes and click Save Changes, or click Delete Note. You can only edit or delete your own notes, not your teammates'. You can't move a note to a different day once it's added.

To see only notes, untick every other type in the Types filter. See Changelog Overview.

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