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
Updated December 20, 2004