Creating Notes
- To create a note through Ticketing:
- Select the Notes tab.
- Click the Create button at the bottom left of the screen. New Note window appears.
- Add Name and Description of note.
- Click the Save button.
- In addition, you can add notes specific to Account and/or Contact.
- Select a specific account or contact.
- Select Notes tab of account or contact.
- Click the Create button. New Note window appears.
- Add your notes.
- Click the Save button.
Deleting Notes
To delete an existing note from the Notes tab:
- Double-click to open a note.
- Select More button at the top right corner of the note.
- Select Delete.