The Notes tab on the Recent
Activity section of the Home Page allows you to see the newly created notes,
notes which has recent changes and allows you to search for existing notes.
Under the Notes tab:
When the Show Recent Activity
button is selected, the grid below displays the notes which has been recently
edited and updated. Select the Search For radio button to search for existing notes.
Type in the box the subject of the note you are looking for and click the go
icon .
The results with the inputted subject will appear on the grid below.
On the rightmost column of the
grid are icons which allow you to manage a specific note.
Edit
Icon redirects you to the Edit Note page and allows you to edit the selected
note.
NOTE: You cannot edit the details of a note. If necessary, you can delete the note and create a new one.
To schedule a follow-up to the note, click the Follow-ups
tab at the bottom of the page or click the Cancel button to return to the Home page.
Edit Contact Icon redirects you to the Edit
Contact page and allows you to edit the selected contact. Click the boxes of
the fields you want to make changes to. Use the tabs at the bottom of the Edit
Contact page to add, edit or view additional information related to the contact
the note is assigned to.
Add Follow-up Icon redirects you to the Add
Follow-up page and allows you to schedule follow-ups for the selected note. Fill
in the required fields and click the Save button to save the follow-up. Use the
tabs at the bottom of the page to add comments to the follow-up and click the
Save and Return button to save the follow-up and return to the Home page.
The
link at the bottom of the grid allows you to search for more notes in the
system. Click the Search for more Notes link
to redirect to the Notes Search page where you can add search filters to locate
the note you are looking for.