How to Create a Note

How to Create a Note

Notes are an internal storage system found on the Account and Contact level.

Clients are not able to view Notes.

A Note can be meetings notes, extra information, or anything pertinent to the Account that you'd like to have on file.

  1. Click +Add New in the upper-left side of your screen.
  2. Click Note.
  3. Select the Account.
  4. Select the Contact.
  5. Select a Date.
  6. Enter a Title.
  7. Enter a Description.
  8. Attach files using Drag & Drop, Liscio Vault or Browse.
  9. Click Create Note.

Note: To find the saved note, navigate to the Account or Contact and click on the Notes tab. 

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