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Notes are history
records of actions or comments for or about your contacts. You will notice as you use the system there are going to be a
lot of automatic notes created. These
helpful automatic notes really makes the system operate with greater
ease and flexibility. Setup
your automatic notes by selecting the option under SELECT FROM THE
MENU BAR CONTACTS THEN SETUP THEN
SETUP CONTACT AUTO NOTE
SETUP.
You can review notes
about a contact by selecting the notes button when a contact record is
recalled in the contact screen. You
will notice a chronological list of notes with the most recent
appearing on the top of the screen.
To add a new note just
select the new button located left hand side of the note screen.
Enter the correct date
for the note (right-click date for a calendar) and a corresponding
subject. Enter the note
detail in the space provided. You
can setup new note subjects by following directions in section 2.1 of
this manual.
Make sure to save your
changes to update the system or use the undo button if you are unsure
of your changes or you do not want to save your changes.
You may also delete a note by selecting the delete button. |
