Tools > Make A Note

Create a note for a contact using field data to populate the note body.


Indicate the note subject

Denote the Note Subject and any specific text you would like included at the beginning of the note.

Select the field

Select the field from which you would like to populate the note body and choose if you would like to clear the field after creating the note.

Add fields

Fields can be added by clicking the “add another field” button.

Choose a type

Select the note type.

How to Make a Note on a Contact Record


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