Contacts and Memos > Using Contacts

Setting Up Contact Notes

You can define up to ten default contact notes that are frequently used by your office when recording contact information. When adding or editing a contact, you can select from the predefined notes.

To define default contact notes:

1. Select System > Change System Settings > Contact Notes. The Contact Notes window is displayed.

2. Select an option:

3. To add a note:To add a note:Type it in a blank field.

4. To edit a note:To edit a note:Select the text and type the appropriate information.

3. Click OK.