Adding Notes

Overview

This topic describes how to add Notes and Comments for Customer Contacts.

Step by Step

1.	From the Main Menu, select File -> Update Customer Contacts.

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2.	In the Selection window that opens, double-click the Contact you wish to update.

3.	In the Contact Update window, click the Notes tab.

Contact Update Window

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4.	Enter any Notes and Comments.

5.	Click the Custom Entries tab.

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6.	Enter Doreen's birthday, if known. All Custom Entries are optional.

7.	Click the My Entries button.

My Entries are various bits and pieces of information you may want to keep track of. Such entries can be specifically defined for each Contact, but are usually descriptions you define in advance and set up as defaults. You can enter and update these defaults at any time, whenever the My Entries window is open.

My Entries Window

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8.	To copy and paste your Default Descriptions on the right into My Entries for Doreen on the left, click the Left Pointer.

9.	To copy and paste My Entries for Doreen on the left into your Default Descriptions on the right, click the Right Pointer. Put another way, to have your defaults match the descriptions for Doreen.

Default Descriptions don't cascade through your Contact file. Whatever descriptions you have already entered for a particular Contact will remain unchanged when you change the defaults. The only function of defaults is to present you with a convenient, predefined set of descriptions that will make it easier to add or update a Contact. You can import these defaults and use them as is, or import and then customize or delete them.