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, . 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. |