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
![Contact Notes](/Media/Content/Pages/Contact-Notes/image2020-11-18_9-53-53.png)
- On per row of the contact grid → click on the view sub-grid icon
![Contact Notes](/Media/Content/Pages/Contact-Notes/image2016-11-4%2015_5_12.png)
- Enter the title, note → click Add Note
![Contact Notes](/Media/Content/Pages/Contact-Notes/image2016-11-4%2015_6_27.png)
- On per row of the contact grid → click on the details icon
![Contact Notes](/Media/Content/Pages/Contact-Notes/contact-detail.jpg)
- Navigate to the Notes tab
- Click the Create button
![Contact Notes](/Media/Content/Pages/Contact-Notes/image2016-11-4%2015_8_37.png)
- Enter the title, note → click Create
![Contact Notes](/Media/Content/Pages/Contact-Notes/image2016-11-4%2015_9_57.png)
- On the note grid → click on the edit icon if you wanna edit the note
![Contact Notes](/Media/Content/Pages/Contact-Notes/image2016-11-4%2015_12_28.png)
- Enter the title, note → click Save
![Contact Notes](/Media/Content/Pages/Contact-Notes/image2016-11-4%2015_13_45.png)