View All 'Notes' for a Contact
- Click on the Contacts tab.
- Click on the contact name (for example, Anand Krishna) for which you want to view notes history, as highlighted in the figure below.
- Click on the
icon to move forward the tabs.
- You will be directed to a new section where you need to click on the "Notes" tab which is present on the left side of the screen.
- After clicking on the " Notes " tab, you will see all the notes history listed under the " Notes" section in the middle of the same page, as highlighted below.
Related Articles
View Notes for a prospect
Navigate to the Prospects module. Click on the Prospect Name for which you want to view the Notes. Click on the Notes. On the right-side Notes window will open with the Notes below.
View All 'Notes' for an Account
Navigate to the Accounts module. Click on the Account Name for which you want to view the Active Deals. Click on the ‘Notes’ tab. The system will show all the Notes with for Account.
View All 'My Tasks' for a Contact
Click on the Contacts tab. Click on the contact name (for example, Anand Krishna) for which you want to view task history, as highlighted in the figure below. You will be directed to a new page where you need to click on the "My Tasks" tab which is ...
View All 'My Interactions' for a Contact
Click on the Contacts tab. Click on the contact name (for example, Anand Krishna) for which you want to view interaction history, as highlighted in the figure below. You will be directed to a new page where you need to click on the "My Interactions" ...
View All 'Service History' for a Contact
Click on the Contacts tab. Click on the contact name (for example, Anand Krishna) for which you want to view service history, as highlighted in the figure below. You will be directed to a new page where you need to click on the "Service History" tab ...