FREE 30 DAY TRIAL

Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
sales@infoflosolutions.com
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo CRM Knowledge Base

Search Knowledge Base by Keyword

How do I append a note?

You are here:
< Back
  1. Go to the Summary View of the Contact, Company or Project you wish to append a note to.
  2. Click the 'Notes Tab' at the bottom of the Summary View to view the list of notes.
  3. Double click the existing note.
  4. Alternatively, right click the note and click 'View'.
  5. Enter the text that you would like to append to the note.
  6. Click 'OK' to confirm the append.
  7. Click the existing note to view the note body in the Preview Panel to the right.