Add Event and Account Notes

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