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Adding a Contact History note to an Organisation

Last updated by Rich Orr on October 12, 2016 16:02

In this step-by-step guide, we'll show you how to add a Contact History note via the Organisation record.

Step 1

Click on 'Organisations', which can be found  within the Contacts section in the main menu left of the screen.

Step 2

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'


Step 3

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!