InfoFlo CRM KB

Search Knowledge Base by Keyword

How do I create a New Note linked to a contact?

You are here:
< Back
  1. Select 'Contacts' from the left navigation menu.
  2. Select a contact from the contact list.
  3. Click 'New Note' from the top ribbon toolbar.
  4. The Notes window will now appear.
  5. Enter a Subject for the note.
  6. Enter the note body in the large text area below. (InfoFlo automatically prepends the current date/time along with the name of the current user.)
  7. To create your note, click OK

Here is another way to create a new note for a contact.

  1. Again, select 'Contacts' from the left navigation menu.
  2. Right click the contact that you would like to add a new note to.
  3. Select 'New Note to Contact'

To see a video demonstration of this feature, please visit How do I Create a New Note for a Contact?.