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95) Contact Notes

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.

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