Adding Notes to Contacts and Companies
What are Notes?
A Note is a way you can keep a textual record of extra information regarding a Contact or Company.
All Notes are internal and cannot be seen by Contacts.
How do I create a Note?
To add a Note to an individual Contact, navigate to CRM > Contacts.
CLICK HERE to learn how to add a Contact
Click the Options menu button (3 dots) for the Contact you would like to add a Note to and select Note.
Alternatively, you can click on the Contact to bring you to the CRM Dashboard screen. Click Notes then click the Add Note button.
To add a Note to a Company, navigate to CRM > Company.
CLICK HERE to learn how to add a Company
Click the Options menu for the Company you would like to add a Note to and select Note
You can also click the Company name to add a note directly from the Company Dashboard.
A modal will appear in which you can input the information of your choice.
The Title of the Note will be what appears in the list of Notes for reference.
You can choose various Visibility options in the dropdown menu.
Public: Available to be viewed by all Staff Members that can access the CRM
Private: Can only be viewed by the creator of the Note
Shared With: Choose which Staff Members can see the Note. You can also use the provided check box to send an email notification to inform the selected Staff Members.
How do I review the list of Notes?
For an individual Contact, navigate to CRM > Contacts and click on the Contact.
CLICK HERE to learn about the CRM Dashboard
Click the Notes tab in the top navigation menu bar.
For a Company, navigate to CRM > Companies then select Notes from the top navigation menu bar.
Click on a Note to view it. Permissioned Staff Members can also add Comments to the Note, which are logged by date.
You can Edit or Delete a Note through the Options menu button (3 dots).