FREE 30 DAY TRIAL

Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
sales@infoflosolutions.com
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo CRM Knowledge Base

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?.