Adding/Editing/Deleting a Note

The Add and Edit Note pages allow you to create a note for a contact, view the details of a note, schedule a follow up, or delete an existing note.

To add a note to a contact

1. Do one of the following:

• Click the Add Note button next the contact in the Contacts tab on the Edit Account page.

• Click the Notes tab on the Edit Contact page, and then click Add new note... at the bottom of the notes grid.
   

2. In the Info section, select a type in the Note Type box.

3. Click in the Subject box and type a subject for the note.

4. Click the Body tab, and then type the content of the note in the Note box.

5. Click the  button to save the note.

6. Use the Follow Ups tab to schedule a reminder to follow up with the contact.
   
    

To edit or view the details of a note

1. Click the Notes tab on the Edit Contact or Edit Account page.

2. Click the Edit button next to the note you want to view.

3. Click the Body tab to view the details of the note.

NOTE: You cannot edit the details of a note. If necessary you can delete the note and create a new one.

4. Click the Follow Ups tab to schedule a follow up to the note.

5. Click the Cancel button to return to the Notes tab.
   
    

To delete a note

1. Click the Notes tab on the Edit Contact or Edit Account page.

2. Click the Edit button next to the note you want to delete.

3. If the note has an scheduled or completed Follow-ups, you must first delete them.

• To delete a follow-up,
   

4. Click the Delete button on the toolbar.

5. Click Yes to confirm the deletion.

NOTE: You cannot delete a note that has follow ups without first deleting the follow ups.