Contact: Add Contact Note
To add a Note for a Contact:
- Click into the Company record
- Click on the Contact name from the Company: Contacts screen, of the contact which you want to add a note for
- Click the 'Add Contact Note' button on the right-hand side
- Enter the information into your note text
- Click 'Add This Note' to complete.
If the Contact you're adding a note for is on your 'My Clients' list, users can choose if they would like to update their sales list 'Next Contact' and 'Next Visit' dates when adding a Note.
For this procedure, please view My Clients: Updating Next Contact / Visit Dates via Add Note / Email