Creating a new Contact Note

  • Go to Contacts → Contact Listing
Contact Notes
  • On per row of the contact grid → click on the view sub-grid icon Contact Notes
Contact Notes
  • Enter the title, note → click Add Note
Contact Notes
  • On per row of the contact grid → click on the details iconContact Notes

Contact Notes
  • Navigate to the Notes tab

    Contact Notes
  • Click the Create button
Contact Notes
  • Enter the title, note → click Create
Contact Notes
  • On the note grid → click on the edit icon if you wanna edit the note Contact Notes
Contact Notes
  • Enter the title, note → click Save
Contact Notes