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How to add Meeting & conversation notes to a Person Contact in Toolsoncloud?

To add notes and comments to a Person contact in Toolsoncloud CRM, follow these steps:

  1. Login to Toolsoncloud CRM and go to Person Contact page to view the list of contacts.
  2. Click on the contact person's name where you want to add comments.
  3. Detailed view of the Person Contact shall show up.
  4. 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 Contact.
  5. Click on "Add Note" button to save the comment with date stamp.
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