Contact: Add Contact Note

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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