EditPurpose
To add, view, edit, or delete any notes that you might need for a contact.
EditLocations Used
Contacts
EditOverview
When viewing contact information, there are several tabs at the bottom portion of the Contacts page that are used to organize additional information for the contact. One of them is called "Notes/History". This tab provides a quick glance of any notes or scheduled calendar events (also listed under "Future Activities" tab) for this contact. Through this tab, you can add, view, update, and delete any notes that pertain to this contact.
To view a contact's information, bring up the contact list by making the selection
Contacts⇒Contact List from the main menu bar. The Contacts page will be displayed with a list of all your contacts. Click on a name to view that contact's information.
Scroll to the bottom of the page and click on the Notes/History tab to view information listed under that tab.
EditAdd a Note
1. To add a note for the contact, click on the ADD button located at the top right corner of the tabbed area. A window titled
"Add a new note" will pop up:
 Add a new note |
2.
Date - Enter the date for this note. By default, today's date will be displayed. YOu can type in a date or click on the calendar icon to display a calendar from which you can select a date.
3.
Time - Enter a time for the note. By default, the current time will be displayed.
4.
Type - Enter the type of note you are entering, for example "Accounting", or "Reminder".
5.
Note - Enter text for the note itself here.
6. Click on the
SAVE button to save the note for the contact. Click on the
CANCEL button to discard your changes.
 Notes/History tab |
Edit a Note
1. Click on the edit icon (pencil) for the note you wish to edit.
2. The "Add a new note" window will pop up for you to make updates in. Make the necessary changes to the input fields.
3. Click on SAVE to save your changes or CANCEL to discard your changes.
EditDelete a Note
1. Click on the delete icon (red circled "x") for the note you wish to delete.
2. You will be asked to confirm the delete request. Click on the OK button to continue or on the CANCEL button to disregard your request.