Notes

In the notes tab, you can input relevant notes pertaining to this specific contact. These notes encapsulate significant activities undertaken with the contact, thereby enhancing visibility and comprehension of the interactions for improved understanding.

Add Notes

Easily add notes by accessing the Notes Tab and inputting your details.

1. Click the Notes Tab.

2. Input the details to be added in the Subject text box and the text box below it.

3. Click Save button.

Update Notes

Refine your notes effortlessly to ensure they reflect the latest information.

1. Click on the edit icon to access the details needing modification.

2. Make the necessary changes.

3. Click the Update button.

4. Your notes will be successfully updated.

Delete Notes

1. Select the delete icon to initiate the deletion process.

2. This action prompts a Warning screen asking for confirmation.

3. Click the Yes button to proceed with deletion.

4. The notes will be removed from the system accordingly.

Our feature is designed to grant exclusive deletion and editing privileges for notes to their creators, ensuring that only those who originally authored the notes have control over their modification or removal.