- Companies
- Contacts
- Opportunities
- Calendar & Activities
-
Sales
- Sales
- Creating Invoices
- Sending Statements
- Backorder Invoices
- Progressive revenue
- Subscriptions
- Bulk send Invoices
- Returns
- Multi-currency for Sales
- Taking a Deposit
- Credit Notes
- Create Freight Quotes
- Outbound Shipments
- Getting Started with Web Quotes
- Sales Orders
- Making Credit Card Payments
- Logging Payments
- Repeating Invoice Placeholders
- Creating Repeating Invoices
- Set Up Web Quote Templates
- Online Invoice Templates
- Online Sales Order Templates
- Creating a Quote
-
Inventory
- Inventory
- Deactivating Products
- Requests For Quote
- Time Products
- Products
- Backorders
- Bay Locations
- Features
- Stock Tracking
- System Products
- Accounting details for Products
- Configuring Product Settings
- Products in Portal
- Suppliers
- Supplier Pricing
- Suppliers & Products
- Multi-currency for Purchasing
- Stock Transfers
- Barcodes
- Product Inventory Details
- Importing & exporting Product data
- Purchase Orders
- Managing Stock
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Different Price Types
- Inbound Shipments
- Working with Landed Costs
- Configurable Products
- Variable Products
- Time Billing
- Manufacturers and Suppliers
- FROM Location-based pricing
- TO Location-based pricing
- RFQ Web Templates
- Quantity-Based Price Breaks
- PO Web Templates
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Manufacturing
-
Marketing
- Marketing
- Create Marketing Lists
- Send Email Campaigns
- Creating a simple Web Form
- Smart Lists
- reCAPTCHA for Web Forms
- Facebook Lead Ads
- Add or Remove Contacts/Companies from Lists
- Creating a Marketing List from Advanced Filters
- Editing existing List members
- Exporting Marketing Lists
- Filtering by Lists
- Operations
- Training
- Reporting
-
Admin
- Admin
- Payment Terms
- Product Groups
- Product Categories
- Locations
- PDF and Email Template system preferences
- Pricing settings
- Sales & purchase settings
- Regional Settings
- Setting up Teams
- Credit Control
- System Quote Preferences
- Quote Form Templates
- Service Reports
- PDF Templates
- Couriers
- Calculating Landed Costs
- Payment Methods
- Creating SMS Templates
- Managing Connections
- Log into a User account
- Activate a new User account
- Users
- System security
- Setting up Teams
- Using Email Templates
- Using SMS Templates
- Using Letter Templates
- Creating Letter Templates
- Creating Email Templates
- Invoice Settings
Add a Note to a Contact
There are two ways to add a Note to a Contact:
- Directly from List View when you are in the Contacts module.
- When you have a Contact record open.
All Notes that you create will appear in the Timeline area of the Contact record they are linked to.
You have the option to type text, record an audio file to attach, or add both typed text and an audio file to a Note. For more information about how Notes work, see our guide to Notes.
Add a Note from List View
- Navigate to Contacts on the CRM menu.
- Ensure you are in List View.
- Click on the Note button on the main toolbar.
- A Note form will appear on the page.
- Select the Company and/or Contact record you would like to apply the Note to.
- Type or record your Note.
- You can also format your text and insert image files or links from the formatting toolbar.
- Click on Save when you are finished.
- The Note will now display in the Timeline area of the chosen Company and/or Contact you selected.
Add a Note directly from a Contact record
- Navigate to Contacts on the CRM menu.
- Open the Contact you want to add the Note for.
- Click on the Note button on the activity toolbar.
- A Note form will appear on the page.
- The applicable Contact and Company will be already filled.
- Type or record your Note and click Save.
- You can format your text and insert image files or links from the formatting toolbar.
- The Note will now appear in the Timeline area of the applicable Contact and Company records.
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