Add an interaction note for a contact
Add notes to a contact's interaction history to track communications that aren't phone calls, phone messages, or email messages.
The Note feature lets you add notes for contacts, which then appear among the interactions for those contacts.
note
This screen is available only if you are licensed for the Client Management module.
To add a note about an interaction with a contact, follow these steps.
- Select theAddbutton in the toolbar.
- If the Note icon appears on the button, select the button.
- If another icon appears on the button, select the arrow for the icon and chooseNotefrom the menu.
- In theNotewindow, select the contact in theRegarding Contactfield and company in theOffield. If a contact is selected in Practice CS when you select theAddbutton, this information fills in automatically.
- In theImportancefield, selectHigh,Low, orNormal.
- Enter a subject for the note in theSubjectfield. There is a maximum of 50 characters for this field.
- Enter text in theNotefield.
- When finished, selectOKto save the note and close theNotewindow.
