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