How to Create a Note on an Event via Contact View

Locations:

Contact Record View/General Section/ Upcoming Schedule - > Click on the Name of the Event record to access the Event View Mode where you can then click through to the Notes section of the event.

OR

Contact Record View/Events Section - > Click on the Event Record to access the Event View Mode where you can then click through to the Notes section of the event.

Overview: One way to create a note on an event, is to visit the relevant contact record—either yours as the owner, or an associated lead contact—and on the upcoming schedule in the general section, click the name of the event. In the view mode of the event that comes up, you can then click through to the Notes section of the event. 

Watch: View this quick tutorial to learn more about adding and working with notes on an event.

See Also: 

• Work with Your List of Notes via the Finder
• Work with Your List of Events via the Finder

Click the Next button to go to the next module in this course or visit the Course Content page for an overview and linked index of all the help topics in this course.

Related Topics:

• How to Create a Call Log via Contact View
• How to Create an Event via Contact View
• How to Create a Note on a Lead Contact
• How to Create an Opportunity via Contact View
• How to Create a Task on a Contact via Contact View
• Review a Contact’s Completed Forms via Contact View
• Review Activities Section in Contact View via Contact View
• Working with Sales Force Management Using the Finders

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