Contact Notes Tab

In a contact record you have the ability to add notes or memos . You can do this in the Notes tab of a Contact Record.

Adding a Note

  1. Go to the Notes tab of a Contact Record
  2. Select the 'Add' button
  1. Give your note a title to refer to.
  2. Add the note content.

Note List

Here you can see the list of notes stored on a contact record.
You can go into previous notes to edit, as well as creating new ones.

Don't forget to Save before exiting!