Entering Notes for a Contact

Use notes to record and create a history of general notes for a contact, as well as activities that are not classified as prospecting activities. (See Recording Prospecting Updates for a Contact to learn how to record prospecting activities with your contacts.)

All notes are recorded in the contact’s Contact History.

Note  You do not need to manually record any communications sent via IXACT Contact, i.e. letters or mass emails; these are recorded automatically in each contact’s Contact History.

To enter note for a contact:

1. Open the contact record, and then click the Enter Note button.
2. Change the date and/or time of the note, if required.
3. Select the note type (phone call, meeting, note, etc.).

   Note  To manage the list of note types, click Modify List.

4. Enter the note.
5. Click Save.

You can also enter a note at any time by clicking the Quick Note icon for the contact in the Contacts list in the right column. You can also enter notes for your contacts in List View (see Using List View) as well as Business Pipeline (see Using Business Pipeline).