In this step-by-step guide, we'll show you how to add a Contact History note via the Organisation record.
Click on 'Organisations', which can be found within the Contacts section in the main menu left of the screen.
Click on the name of the organisation that you wish to add the Contact History note for. You should see a screen like this:
Click on 'Options' and select 'Add Contact History Note'
Once you have clicked on that choice, a window will appear like this one:
Simply fill out the necessary fields and click on 'Save History' to finish and you've created it!