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Notes?

Astute Commentator
Posts: 2
Country: United_Kingdom

Notes?

[ Edited ]

Can anyone tell me if notes made on contacts and opportunities views

Do they carry across to notes on the company record view?

 

Thanks

Bronze Contributor
Posts: 955
Country: Australia

Re: Notes?

When you are creating a note or history record you can associate it with a particular company record. Click on the Share with button within the note or history record

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Notes?

They can show automatically if the contact is linked to the Company and, when viewing the Company Notes tab, you select Show For to either "All" or "Company Contacts"