How To Add a Note

Additional information related to the contact record may be stored as a Note. Each note may include a title, note date, text, and an attachment.

1. Open the Contacts module.
2. Select a contact type in the Left Navigation Panel.
3. Click a contact name.
4. Open the Tools tab>Notes.
5. Click the  (Create icon) in the Icon Bar.
6. Add a Title.
7. Select a Note Date (optional).
8. Select a Note Type (optional). This list pulls from Administration>Lists>Note Types.
9. Add the note Body.
10. Click Select files… to upload a file from your computer (optional).
11. Click Create.