1.
Read the Chapter in Administration Manual titled
“Tickler/Notes - Task, Action and Prospect Organizer”
2.
Verify that Notes feature is activated
3.
Tickler/Notes can be entered from any page where the
Notes icon is displayed (For example, on the Contact Management page) by
clicking on the icon or by clicking on the Add New button on the Tickler/Notes Entry and Update page.
4.
Select a note to be updated from table or click on Add
New button.
5.
Enter description or action into note field to begin
new note.
6.
In Contact Tab section, indicate action taken and
prospect type if applicable.
7.
If follow up is required, in Follow Up tab section,
enter follow up data i.e. follow up date and time, follow up assignee and
follow up action.
8.
If updating a note upon completion of follow up, select
Completed field to “Yes”.
Click Save button to save note.
