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Create a Note for a Contact

Create a Note for a Contact

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Create a Note for a Contact

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Important: Notes can be created by three different methods.

 

1.From the WP Button:

a.Click the WP Button.

b.Click the Note link, the Note Add screen will be displayed.

 

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c.Enter the note information.

d.Click OK to save.  

2.To add a Note from the Contact screen

a.Click the Add New button from button row. The drop-down list will display

b.Click the Note option. The Note dialog window will display.

 

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c.Enter the Note information.

d.Click OK to save and close.

3.To add a Note from the side bar

a.Select the Note section in the accordion.

 

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b.Enter the Note information in the text box.

c.Click Add.

d.The Finished Note will display in the accordion.

 

 

 

 

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