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