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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>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. |
| • | 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. |
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