Notes Tab Marketing>Firms

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Overview

Notes can be entered against a Contacts, Firms, and Projects (including Opportunities). More on Notes

Field Descriptions

Below are field descriptions for the Notes Tab.

** Indicates a required field

Note Details

•	Comment - Body of the Note

•	Note Type - Type of Note Posting (ex. Phone Call, Meeting, E-Mail, Appointment, Lunch, and Dinner are the choices). A User Defined Field. The Note Type list is managed under Administration>List Management>Contact Note Types

•	Contact - Contact associated with the note.

•	Project - Project associated with the note.

Add a follow-up Activity?

•	Add - Create a a follow-up activity that appears on the Activity Calendar. More on Activities

•	Require Complete - When checked, the follow-up activity shows up on the Activity calendar until it is marked complete.

•	Type - Type of Activity. A User Defined Field. The Activity Type list is managed under Administration>List Management>Activity Types

•	Date - Date of follow-up Activity.

•	Time - Time of follow-up Activity.

•	Duration - Duration of follow-up Activity.

Existing Notes

•	Notes associated with the Contacts, Firms, or Projects that have been created. Double-click on them to bring into focus.