How do I create a New Note linked to a contact?
- Select
'Contacts'
from the left navigation menu. - Select a contact from the contact list.
- Click
'New Note'
from the top ribbon toolbar. - The Notes window will now appear.
- Enter a Subject for the note.
- Enter the note body in the large text area below. (InfoFlo automatically prepends the current date/time along with the name of the current user.)
- To create your note, click OK
Here is another way to create a new note for a contact.
- Again, select
'Contacts'
from the left navigation menu. - Right click the contact that you would like to add a new note to.
- Select
'New Note to Contact'
To see a video demonstration of this feature, please visit How do I Create a New Note for a Contact?.