Add Event and Account Notes
- To add a note to an event: Event Notes > Edit
- To add a note to an account: Accounts & Contacts > Edit
- Click the + add note icon on either the:
- notes tab on the event details page
- notes tab on the account details page
- Type the content of the note. You can drag the bottom-right corner of the note field to resize it.
- When the note is entered, click Save.
- Your note has been added to the event/account.