Add Note Page

Use the Add Note page to add notes to customer tabs.

The page contains fields and buttons.

 

Fields

Field

Contents

Tab

the tab name

Subject

type the subject of the note (required field)

Notes

type the note

 

Buttons

Button

Function

Save

saves the information you entered in this page

Close

closes this page without saving any changes

Help

opens the help for this page

Select

opens the Categories page where you can select the tab

 

 

Related Topics

Add a Customer Note

Update a Customer Note

 

Updated December 20, 2004