.Notes vU13

Creating a Note

To create a note through Ticketing:

1. Select the Notes tab.
2. Click New at the bottom left of the screen. A New Note window appears.
   
3. Add Name and Description of the note.
4. Click Save.

In addition, you can add notes specific to Account and/or Contact.

1. Select a specific account or contact.
2. Select Notes tab of account or contact.
3. Click New. A New Note window appears.
   
   
   
4. Add Name and Description of the note.
5. Click Save.

Deleting a Note

To delete an existing note from the Notes tab:

1. Double-click to open a note.
2. Click More at the top right of the note.
3. Click Delete.