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Adding a new note in the contact notes tab

Updated over 4 years ago

New notes can be added in the 'details tab' of the contact record, or by opening the Contact record > Notes tab. Create a new note by:

  1. Click the 'Add' button in the top right corner.

  2. Type a short subject line to be summary of the note.

  3. Type the note description into the 'note' box, to record the details of the phone call or task.

  4. Save.

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