Contact's Notes/Tasks Tab

• Overview
• Adding a Note to a Contact
• Adding a Follow-Up Task to a Contact
• Editing a Note or Follow-Up Task
• Resolving a Follow-Up Task
• Deleting a Note or Follow-Up Task

Overview

The Notes/Tasks tab is a place where you can record any notes or follow-up tasks associated with a contact, including how and when you plan on following up. When you enter a Follow-Up Task for a contact, you can assign it to a contact and the task will appear on that user's To-Do List.

Adding a Note to a Contact

1. Open the contact to which you want to add a Note to.
2. Click the Notes/Tasks tab and select the  Add New icon in the footer.
3. Enter the details in the Note text area (Outcome is optional).
4. Click ADD.

Adding a Follow-Up Task to a Contact

1. Open the contact to which you want to add a Follow-Up Task to.
2. Click the Notes/Tasks tab and select the  Add New icon in the footer.
3. Enter the details of the follow-up task in the Note text area (Outcome is typically used once the task is resolved.)
4. Adjust the Follow-Up Task field to Yes and enter the following information:
   • Follow-Up Method: The method that will be used to complete the follow-up task.
   • Due Date: The date and time in which the follow-up task should be completed.
   • Assigned To: The user who is responsible for completing the follow-up task.
5. Click ADD.

Editing a Note or Follow-Up Task

1. Open the contact for which you want to edit a Note or Follow-Up Task.
2. Click the Notes/Tasks tab.
3. Double-click the Note or Follow-Up Task that you want to edit.
4. Make changes.
5. Click UPDATE.

Resolving a Follow-Up Task

1. Open the contact for which you want to resolve a Follow-Up Task.
2. Click the Notes/Tasks tab.
3. Locate the Follow-Up Task and select the Resolve button.

You can also accomplish this two other ways:

• Editing the Follow-Up Task and setting the Resolved field to Yes.
• Selecting the "..." menu of the Follow-Up Task on the To-Do List and choosing Resolve.

Deleting a Note or Follow-Up Task

1. Open the contact to which you want to delete a Note or Follow-Up Task.
2. Click the Notes/Tasks tab.
3. Select the checkboxes of the notes or tasks and select the  Delete Selected Lines icon in the footer.