Using the My Notes and Firm Notes Card

Notes can be added to a Contact in the card containing My Notes and Firm Notes. Firm notes are visible to everyone in the firm, if the Contact is shared with the firm. A contact's card containing My Notes and Firm Notes is pictured below:

By default, My Notes are disabled. Contact Professional Services to turn on My Notes for the firm.

To Navigate to the Notes Card:

1. Click on the Contacts tab.
2. Click on the Contact for whom you want to view the notes.
3. Scroll until you see the Notes.

To Add or Edit Contact Notes:

1. Navigate to the Contact Notes Card as described above.
2. Do one of the following:
   1. If no Contact notes have been added, click Add Note under My Notes or Firm Notes and enter the Note.
   2. To edit existing Notes, Click the pencil icon to edit the Notes.
   3. Optional: In the editor, click INSERT DATE/NAME to time-stamp and add your name to the Note.

3. Save your changes.