How to add Meeting & conversation notes to a Person Contact
To add notes and comments to a Person contact in Toolsoncloud
CRM, follow these steps:
- Login to Toolsoncloud CRM and go to Person Contact page to
view the list of contacts.
- Click on the contact person's name where you want to add
- Detailed view of the Person Contact shall show up.
- On the right side panel of the Person contact page, you
shall find "Add Note" section. Add the comments or notes which you
want to add as part of the historical records for the Person
- Click on "Add Note" button to save the comment with date