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Astute Commentator
Posts: 2
Country: United_Kingdom


[ Edited ]

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

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



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 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: 14,505
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"