Company Notes

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There are two kind of Notes for each Company: General or Office Notes and Chronological Company Notes.

 

To Add General Notes to a Company:

1.Open the Company General tab.

2.Click the Insert Time Stamp icon.

3.Enter the Subject for the note then click OK.

4.A Date and Time-stamped header is inserted in the Notes field.

5.Enter Notes text.

6.Click Save Changes.

Subsequent entries into the Notes field will create reverse chronology notes.

 

To Add Chronological Notes to a Company:

1.Open the Company General tab.

2.Click the Notes tab.

3.Click the Add New Company Note icon, PlusIconB.

4.Enter Description for the new note.

5.Click the Insert Time Stamp icon.

6.Enter a Subject and click OK.

7.Enter unlimited length textual notes.

8.Click Save Changes.