How to Create a Note on a Task via Contact View

Locations:

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

Overview: One way to create a note on a task, 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 task. In the view mode of the task that comes up, you can then click through to the Notes section of the task.

Watch: View this quick tutorial to learn more about adding notes to a task via a contact record.

See Also:  

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