Viewing More of a Note

Once a note has been added, you can access it from the associated record.

To view a note:

1. Open the record that contains the note that you want to view. 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 display their contact record.

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

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

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

2. If viewing:

   • 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. Click anywhere on the note to view its details. From this view you can edit or delete the note.