Adding a Note

You can add notes to Companies, People, Cases, Solutions, Sales Opportunities, and Leads. To add a free text note to a Company, for example:

1. Open the company you want to make changes to, and click on the Notes tab.
2. Select the New Note button.
3. Type the text of the note.
4. Select the Save button.

You can add an unlimited number of text notes to the system, and attach them directly to the records where they are most relevant. Notes can be attached to: Companies, People, Communications, Leads, Sales opportunities, Customer service cases.

Go to Adding Customer Information home page...

See Also:

Company Fields

Changing Company Details