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.
To add a note to a contact
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Do one of the following:
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In the Info section, select a type in the Note Type box.
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Click in the Subject box and type a subject for the note.
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Click the Body tab, and then type the content of the note in the Note box.
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Click the button to save the note.
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Use the Follow Ups tab to schedule a reminder to follow up with the contact.
To edit or view the details of a note
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Click the Notes tab on the Edit Contact or Edit Account page.
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Click the Edit button next to the note you want to view.
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Click the Body tab to view the details of the note.
NOTE:You cannot edit the details of a note. If necessary you can delete the note and create a new one.
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Click the Follow Ups tab to schedule a follow up to the note.
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Click the Cancel button to return to the Notes tab.
To delete a note
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Click the Notes tab on the Edit Contact or Edit Account page.
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Click the Edit button next to the note you want to delete.
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If the note has an scheduled or completed Follow-ups, you must first delete them.
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Click the Delete button on the toolbar.
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Click Yes to confirm the deletion.
NOTE:You cannot delete a note that has follow ups without first deleting the follow ups.