Profile: Notes tab

Contact profiles have two fields to store information in a freeform method; Notes and Reminder sections.

Notes Tab

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Notes Section:

The Notes section allows you to store various notes that are not associated with a date. It is generally recommended to use the Contact Log for most situations instead of using Notes as the Contact Log report can be pulled for any given date range.

1. Double-click on the desired contact, or select the checkbox to the left of the contact, then click to open the profile.
2. Select theNotes tab to open, then add text into the Notes section.
3. When finished, clickto save and close.

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Reminder Section:

The Reminder section allows for two types of reminders; non-critical (or alert) and critical. A non-critical reminder will be displayed in the lower-right area of the profile when opened, and will still allow you to navigate and make changes to the profile. If the Critical, create pop-up option is selected, when the profile is opened, the reminder will be displayed in the middle of the profile as a message box and must be acknowledged by clicking OK to continue.

Non-Critical Reminder (also referred to as Alerts)

1. Double-click on the desired contact, or select the checkbox to the left of the contact, then click to open the profile.
2. Select theNotes tab to open, then add your text to the Reminder section.
3. When finished, clickto save and close.
4. To view, edit, or delete the saved reminder, repeat the steps above.

Critical Reminder

1. Double-click on the desired contact, or select the checkbox to the left of the contact, then click to open the profile.
2. Select theNotes tab to open, then add text into the Reminder section.
3. Select the Critical, create-pop-up option.
4. When finished, clickto save and close.
5. To view, edit, or delete the saved reminder, repeat the steps above.

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Additional Information:

Clickin each section header to expand or collapse the section.