The Note field is primarily a free text field. Here you can enter any information you think might be useful to be reminded of in terms of the specific contact, e.g. 'Remember to give feedback on the report next time we meet'. Date, time and user will be filled in automatically.
How to enter a note
Enter your notes directly into the Note
field.
-or-
Click on this icon to expand the Note
field. Enter your notes directly into the field.
Shrink the note field back to normal size by clicking the icon again.
You can search for contacts with particular words or sentences represented in the note field.
The top half of the contact card contains all important information about the contact. You can search for contacts with particular words or sentences represented in the note field.
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