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How do I append a note?

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  1. Go to the Summary View of the Contact, Company or Project you wish to append a note to.
  2. Click the 'Notes Tab' at the bottom of the Summary View to view the list of notes.
  3. Double click the existing note.
  4. Alternatively, right click the note and click 'View'.
  5. Enter the text that you would like to append to the note.
  6. Click 'OK' to confirm the append.
  7. Click the existing note to view the note body in the Preview Panel to the right.