Profile Notes

Create a Note from a Profile

1. Navigate to CRM.
2. Click Profiles on the navigation bar, and then click All Profiles.
3. Click the profile to which you want to add a note.
   
   
4. Click Add in the profile's Notes card.
   
   
   
5. Enter the Create Note applicable information, and then click Create. Asterisks indicate required fields.
   • Label  
   • Date - The date the note was created is commonly used here.
   • Details - Additional information about the note that is not given in the label.
     
     

Create a Note from the Notes Page

1. Navigate to CRM and click Notes on the navigation bar.
2. Click Create.
   
   
3. Follow step 4 from above to create a note.  
4. Click the note from the list.
   
   
5. Search for the profile to which the note will be added in the Profiles area, and then select the profile from the drop-down list.
   
   

Whether a note is added directly to a profile or through the notes page and then attached to a profile, the newly created note can be found in the Notes card of the profile.

View and Edit a Note from the Notes Page

1. Navigate to CRM and click Notes on the navigation bar.
   • Filter the notes based on a start and end date range of when the note was created and active/inactive status.
   • Click the column headers to sort the notes.
2. Click the note label.
   
   
3. Click Edit.
   
   
4. Make edits to the note, and then click Save.
   
   
   

View and Edit a Note from a Profile

1. Navigate to the profile with the attached note.
2. Click the note in the profile's Note card.
   
   
   
3. Follow steps 3-4 from above to edit the note.