Adding Notes to a Contact
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Created by: Russell Van Curen
Modified on: Sun, 5 Jul, 2020 at 5:29 PM
- From your main dashboard, select “Contacts” on the top tool bar.
- From your contact list, click anywhere on the contact’s information to view it in detailed view and make edits.
- Scroll down to “Notes.”
- Choose the icon that matches the action you would like to note. Options include “Email sent,” “Email Viewed,” “Call,” etc.
- Write any additional comments in the free form textbox below.
- Click “Add Note.”
- This notes feature includes a timestamp and allows you to search the system the information you have added.
- Once you have finished adding notes, click “Save” located on the right under Take Action
Russell is the author of this solution article.
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