The Add and Edit Note pages allow you to create a note for a contact, view the details of a note, schedule a follow up, or delete an existing note.
1. From the
Create menu
2. Then under
People navigation bar, click
Note.
The Select Contact pop-up displays…
3. Type at least 3 characters to begin searching for the name of
Contact.
4. Select the name of the
Contact you want to add the note.
5. Click
Continue button to open the
Add Note page
Or
Cancel button to cancel operation.
6. Do one of the following:
a. Click the Add Note button next the contact in the Contacts tab on the Edit Account page.
b. Click the Notes tab on the Edit Contact page, and then click Add new note... at the bottom of the notes grid.
7. In the
Info section, select a type in the
Note Type box.
8. Click in the
Subject box and type a subject for the note.
9. Click the
Body tab, and then type the content of the note in the
Note box.
10. Click the
Save button to save the note.
11. Use the
Follow Ups tab to schedule a reminder to follow up with the contact.