CRM Phase 2 - Flipbook - Page 66
Adding Extra
Contact Notes
Complete the contact as
described in process is
part of process
02.003.01 L1 Creating a
New contact
At any point click on the
No notes icon from the
toolbar
Select either
Contact notes or
Follow-up notes
The user and date
automatically load to provide
a date relation to the note
Key in the
required notes
These notes cannot be
printed or displayed on a
contact sheet
Click on Save
Extra Contact Notes
02.003.07 L1 9304E
Page 66 of 205
