Notes |
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You can add an unlimited number of notes to a contact. These notes (on the Notes/User Field tab) are time and date stamped at the point they are added to the form and are not modifiable.
To add a note enter your note in the top note field and click 'Add Notes to List'. If you also want a copy of these notes to appear on the general tab notes (bottom of the contact's general tab) check the option for 'Copy Notes to the General Tab Notes Field?' (This will make the notes available to be synced to the PDA).
To generate a notes report that can be printed, save or emailed click on the 'Generate Notes Report' button at the bottom of the form.
To copy all the notes in the bottom notes fields to the Notes field on the Contact's general tab click on the 'Copy All Notes to the General Tab Notes Field' Button. This will make the notes available to be synced to the PDA. |