How to Create a Note on an Event via Contact View

Locations:

Contact Record View/General Section/ Upcoming Schedule - > Click on the Name of the Event record to access the Event View Mode where you can then click through to the Notes section of the event.

OR

Contact Record View/Events Section - > Click on the Event Record to access the Event View Mode where you can then click through to the Notes section of the event.

Overview: One way to create a note on an event, is to visit the relevant contact record—either yours as the owner, or an associated lead contact—and on the upcoming schedule in the general section, click the name of the event. In the view mode of the event that comes up, you can then click through to the Notes section of the event. 

Watch: View this quick tutorial to learn more about adding and working with notes on an event.

See Also: 

• Work with Your List of Notes via the Finder
• Work with Your List of Events via the Finder

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Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View