Profile: Notes tab

1. From the sidebar navigation, click  Contacts, then Contact List.
2. Double-click on the desired contact, or selectto the left of the contact, then click to open the profile.
3. When finished, click to save and close.

 Notes tab

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Notes

This section is a free-form area to enter various notes. Clickin the Notes header section to expand or collapse the section.

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Reminder

This section allows for two types of reminders. Enter information that you would like to be displayed in the lower-right area of the screen when the profile is opened. If Critical, create pop-up is selected, the reminder will be displayed in a message box when the profile is opened and must be acknowledged by clicking .

Clickin the Reminder header section to expand or collapse the section.