Purpose

To provide an ability to leave notes on a Contact.  These are shown under the main Contact’s details to remind others in your team or Yourself of something.

Instructions

• Highlight the Contact you wish to add a note on and click Create note

• Today’s date and currrent time will be automatically populated.  Correct this if need be.
• Select a Note Category.  These need to have been pre-defined for your agency under the Admin > Activity Admin > Note Categories section.
• Add your description – This is what you want the note to say
• The Contact that the note will be added to has been automatically selected.
• You can relate the note to a Property if needed.  If you wish to add the same note to several, you can select up to 4.
• Once done, press Save.  The note will be added to the main detail as below: