# Manage Partnership Notes
Take the PXA course
Keep a history of your interactions with a partner to better serve the partnership.
#### Manage notes
1. From the left navigation bar, select  **\[Engage]** → **Partners → Partners**.
2. Hover your cursor over the partner for whom you want to create notes, then select  **\[More] → Notes**.
3. You can take a few different actions.
* Write a note about a partner interaction. After writing your note, pick if the note was based off of an email, a call, or a chat with your partner. Optionally, add a file. Select **Add**.
* View any notes you have on this partner. Filter by *All*, *Email*, *Phone*, or *Chat* to browse notes by type. Select  **\[Search]** to search for text across all notes.
* Send your partner an email or add a contact to your partner's account.
* View details about your partner, including their activity status, when the partnership started, any groups the partner is in, and who the account manager is.
#### View partner actions
The *Notes* page can also take you to other pages that are helpful to managing your partnership.
1. From the left navigation bar, select  **\[Engage]** → **Partners → Partners**.
2. Hover your cursor over the partner for whom you want to view actions, then select  **\[More] → Notes**.
3. In the top right corner, select **Actions**, then select the page you want.
| | |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Page** | **Description** |
| **Account Manager** | Toggle if you want a specific account manager for this partner. |
| **Custom Values** | Set up to three custom URL values. |
| **Partner Integration** | Manage tracking integration for this partner. |
| **$ Client Cost Setting** | Toggle whether you want to charge clients to be partnered with you, such as if you are an agency with the brands you manage or if you are part of a brand with the partners you manage.
Choose between charging a percentage on top of media spend, charging a percentage of sales revenue, or charging a fixed CPA per conversion.
|
| **View History** | View your contract history with the partner. |
| **View Terms** | View your current contract with the partner. |
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