Adding notes to a contact's account

As a staff user, you can enter notes about a contact from the staff-facing account page.

To add notes to a contact's profile page, do the following:

1. Navigate to the contact's profile page.
2. From the About tab, scroll down to the Notes panel.
3. Expand the panel, then select the Add icon.
4. From the drop-down, select a note Purpose. To edit or add a note purpose, edit the NOTE_PURPOSE general lookup table. See Editing and deleting existing tables for more information.
5. Enter the details in the Notes field. This field accepts HTML markup.
6. Click Save & Close.
7. Continue adding notes as necessary.

When notes are added or updated, the changes appear in the contact's Change history panel. To review the panel, click the About tab from the user's account page. Scroll down to the Change history panel.

To query on the notes, use the CsNameNote business object.