Adding a Note

You can add notes to activities, contacts, referrals, listings or closings.

To add a note:

1. Open the specific record you want to add a note to. How?

   • Activity: From the Main Menu bar, go to Calendar > Activities Summary. Click the activity's row to open the activity.

   • Contact Record: From the Main Menu bar, go to Contacts > Contacts Summary. Click the contact's row to open their contact record.

   • Referral Record: From the Main Menu bar, go to Contacts > Referrals Summary. Click the referral's row to open their referral record.

   • Listing Record: From the Main Menu bar, go to Listings & Closings > Listings Summary. Click the listing's row to open the listing record.

   • Closing Record: From the Main Menu bar, go to Listings & Closings > Closings Summary. Click the closing's row to open the closing record.

2. If adding:

   • A contact note, click the Summary tab.

   • A referral/listing/closing note, click the Notes tab.

   • An activity note, scroll down to the Notes section.

3. In the New Note area, type the body of the note. To select a note from the Notes List, or to add a note for future use, click the Select Note from List link.

4. Modify the Date and Time, if desired.

5. When finished, click the Save Note button.