Lead Notes

You can view the Lead notes from the Leads form by clicking the Notes tab at the top of the form.  The Notes tab displays a single line item list of all the notes that have been entered for the selected lead.  Click the ellipse button next to a specific notes and it will open the Lead Notes form displaying the details of that specific Lead note.  All the fields in the lead notes list are read only.

Lead Notes form can be opened also from CRM menu > Lead Notes.  Once you save a Lead Notes a new line will be added to be able to add a new Lead Note in the list.

There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster.  One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The New button will clear the form to allow a new note to be added

The Save button will save the changes made in the form.

The Find button will allow you to Find notes.

The Delete button will delete the selected notes.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Schedule button will open the Schedule Activities form, which will allow you to schedule an activity to be displayed in the Day Planner calendar.

The Close button will close the Lead Notes  form.

Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.