Activate Ticklers Notes Feature

1. Read the Chapter in Administration Manual titled “Tickler/Notes - Task, Action and Prospect Organizer”

2. Click on the Features edit icon on the Site Administration Menu.

3. Check the Notes box on the Features Management page

4. Click on the Notes link on the Features Management Page.

5. Click check boxes to indicate which fields should display as columns on search results table.

6. Click on Available Actions link on Notes Feature page.

7. Enter available Actions on Available Actions Management page and then close and save.

8. Click on Prospecting Types link on Notes Feature page.

9. Enter prospecting types on Prospecting Types Management page and then close and save.

10. Click Save button on Notes Feature page