| Question / Issue |
 |
| How do I add a note to a contact? |
| Answer / Solution |
|
- Select the contact you wish to make a note about from the main contacts list and double click to open their contact record.
- Click Add Note in the tool bar at the top of the contact record.
- The New Note window appears.
- Type in the note in the Note box.
- Select the Note Classification
- By default the currently logged in user is selected. Only an Administrator has the ability to override the Entered By field.
- Click the Save & Close button to return to the previous screen.
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KB ID # 741
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