KB ID # 741
Last Update : 2012/07/30
Rating : Not Rated
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Question / Issue
How do I add a note to a contact?

Answer / Solution
  1. Select the contact you wish to make a note about from the main contacts list and double click to open their contact record.
  2. Click Add Note in the tool bar at the top of the contact record.
  3. The New Note window appears.
  4. Type in the note in the Note box.
  5. Select the Note Classification
  6. By default the currently logged in user is selected.  Only an Administrator has the ability to override the Entered By field. 
  7. Click the Save & Close button to return to the previous screen.

Related KBs
How do I view a contact's notes?

Direct Link to This KB
http://support.insurancewebsitebuilder.com/support/iwb/?f=741
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