If you came to this page from the Notes link on a record, to add a new note, on the Notes action bar, click Add New Note.

Existing notes are listed in the Notes History table. To view the complete text of a note, click the appropriate row.

To print notes, in the Notes History table, select the notes to be printed, and then on the Notes action bar, click Print Selected.

The complete text of either the most recent note created or the note selected in the Notes History table.

Notes History Fields

To view a previous note, click the appropriate row. To print all notes, in the table header, click the check box. To select a note to be printed, on the appropriate row, click the check box.

Check box that indicates if the note is to be printed. If the check box in the Notes History table header is selected, all notes are selected.

Note text.

When you select a note to view, the note text in the highlighted row is displayed in the Current Note field.

The business name associated with the note.

Displayed in the Notes History table only after searching for notes from the Notes option on the Contact Management menu.

The business purpose for which the note was written. The codes displayed are specific to the job responsibilities of the user entering the note.

Counter that indicates how many characters you have available when entering text. It decreases by one for each character entered and increases when a character is deleted.

This field is displayed when adding a note.

Filters Fields

To display filter fields, on the Notes action bar, click Filter. To activate the filter, on the Notes action bar, click Apply Filter. To clear all filter information and complete filter options again, click Reset.

Beginning date range for filtering notes.

Format: MM/DD/YYYY

End date range for filtering notes.

Format: MM/DD/YYYY