- From the sidebar navigation, click Contacts, then Contact List.
- Double-click on the desired contact, or select the checkbox to the left of the contact, then click to open the profile.
- Select theNotes tab to open, then when finished, clickto save and close.
The Notes section is a free-form area to enter 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.
The Reminder section allows for two types of reminders. A non-critical reminder will be displayed in the screen's lower-right area when the profile is opened, but 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 a message box in the middle of the screen and must be acknowledged by clicking OK.
Clickin each section header to expand or collapse the section.