Add a note to an account

1. Go to Configuration > Administration > Accounts.

2. Click on an account to open the record.

3. Select the Activity tab.

4. Select the Notes tab.

5. Click + Add Note.

6. Select Type.

   • Follow up

   • Information Only

   • System

7. Select Status.

8. Enter the Note details.

9. Click Apply.

Edit or delete a note

Note: You are only able to edit or delete the most recent note that you created. You are not able to delete or edit notes created by other users.

• Click the pencil icon to edit and click Apply when finished.

• Click the X and confirm to delete a note.