Add a note to an account
Account notes allow you to store snippets of information that relate to the account. This could be a record of your communications with the account, advisory notes for other members of your team, or a history of the organisation.
Locate the account you want to record the information for.
Select the Notes tab located along the tabs bar.
This tab lists all notes that have been created for this account as well as an overview of each note.
Select Create note.
Give your note a title, so other users will know what the note refers to, and add the content of your note in the text area beneath the toolbar. You can format the content using the buttons available on the toolbar.
You can also add images and files to a note simply by dragging and dropping content onto the text area, or using the relevant buttons on the toolbar such as Upload file, Insert image, or Insert video.
When complete, click Create note.
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To create a note
Locate the account you want to record the information for.
Select the Notes tab located along the tabs bar.
This tab lists all notes that have been created for this account as well as an overview of each note.
Select Create note.
Give your note a title, so other users will know what the note refers to, and add the content of your note in the text area beneath the toolbar. You can format the content using the buttons available on the toolbar.
You can also add images and files to a note simply by dragging and dropping content onto the text area, or using the relevant buttons on the toolbar such as Upload file, Insert image, or Insert video.
When complete, click Create note.
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Updated on: 29/06/2020
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