Contact - User Notes
  • 12 Jun 2023
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Contact - User Notes

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Article summary

The User Notes section of the Contact record can be accessed by clicking on the “User Notes” button on the left side of the "Contact Details" page:  

This table contains all of the notes that any user has added to the contact record.  The notes can be added by:

  1. Clicking on the Add User Note button in the list
  2. Clicking on the Add User Note item in the Quick Tools menu