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Contact Notes Tab

Open a contact from the list, and then select the 'Notes Tab' from the tab menu in the top right of the Contact record. Or in the contact list view select the actions menu and choose the notes option.

What is the Contact Notes tab?

The Notes tab is available to record additional information about the contact. The Notes tab opens in list view displaying all existing notes entered against the Contact in the cloud app. Use the Notes Tab to enter details for a phone call or meeting with the contact that you need to review when back in the office using the desktop application.

Click the image above to see the Contact Notes tab.

Why use the Contact Notes tab?

Use the Notes tab to keep a record of client phone calls, and save extra details about the contact or the personnel who work for the contact.

Actions available

Enter a new note

1. Locate the 'Add a New Note' field at the top of the Notes tab.
2. Type a note into the 'quickly add a note' field.
3. Press the Enter key to save the note.
4. The new note entered now appears in the list.

Columns available

The following columns are shown in the list

1. Note DescriptionThe text of the note is displayed.
2. Note Creation DetailsThe user that created the note, and the date and time the note was created.

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