Contact Note Overview
Contact Note record notes and interactions against individual contacts for easy recording of contact history. Each communication you have with a contact can be recorded and add to the company's knowledge about your key contacts and customers. You can use this feature to keep track of important information on contacts.
Creating a new Contact Note
- Go to Contacts → Contact Listing
- On per row of the contact grid → click on the view sub-grid icon
- Enter the title, note → click Add Note
- On per row of the contact grid → click on the details icon
- Navigate to the Notes tab
- Click the Create button
- Enter the title, note → click Create
- On the note grid → click on the edit icon if you wanna edit the note
- Enter the title, note → click Save
