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Using the notes field

The ‘Notes’ area is available in both ‘Companies’ and ‘Contacts’.

Notes area is an open text field intended to capture quick reference information that might be helpful to have readily available when interacting with a company or contact.  For a ‘Company’ having a high-level summary statement about the company products and services might be helpful. For a ‘Contact’, helpful information might be listing a spouse’s name, children’s names, alma mater, upcoming vacation destination, etc.

Updated on 5 December 2022

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