Add a Note in the History Following Tab

Updated 3 years ago by Celina Kwan

You can add notes to Address Book entries, Customer Service cases, Campaigns, and Opportunities in the History following tab. Notes added through the History following tab are added as manual notes.

  1. Click on the entry in the main window to make it current.
  2. In the History following tab, select Click here to add a note field.

The field expands and a Submit button appears.

  1. Enter the content of the note and click Submit to save it.

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