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!